| 1 | LPL Financial LLC | $191.5M | 1.5M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $82.8M | 649,982 | Added |
| 3 | MORGAN STANLEY | $77.2M | 606,270 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $60.1M | 472,349 | Added |
| 5 | Cetera Investment Advisers | $39.9M | 313,216 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $31.7M | 248,567 | Added |
| 7 | STIFEL FINANCIAL CORP | $25.0M | 196,711 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $24.6M | 193,051 | Added |
| 9 | Royal Bank of Canada | $22.4M | 175,628 | Added |
| 10 | ECLECTIC ASSOCIATES INC /ADV | $20.2M | 158,288 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $19.9M | 156,279 | Added |
| 12 | UBS Group AG | $19.7M | 154,862 | Trimmed |
| 13 | Baird Financial Group, Inc. | $15.8M | 124,071 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 112,865 | Added |
| 15 | NEW WAVE WEALTH ADVISORS LLC | $13.0M | 102,390 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $12.8M | 100,218 | Added |
| 17 | PNC Financial Services Group, Inc. | $12.7M | 99,874 | Added |
| 18 | Integrity Advisory Solutions, LLC | $12.7M | 99,486 | Added |
| 19 | Concurrent Investment Advisors, LLC | $12.6M | 99,023 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $12.2M | 95,444 | Added |
| 21 | IFP Advisors, Inc | $11.6M | 90,820 | Added |
| 22 | Integrated Wealth Concepts LLC | $11.5M | 90,435 | Added |
| 23 | Bedel Financial Consulting, Inc. | $9.9M | 78,032 | Added |
| 24 | Richmond Investment Services, LLC | $9.8M | 77,150 | Trimmed |
| 25 | ELEVATION POINT WEALTH PARTNERS, LLC | $9.6M | 75,497 | New |