| 1 | LPL Financial LLC | $337.6M | 6.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $252.9M | 4.6M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $132.3M | 2.4M | Added |
| 4 | Requisite Capital Management, LLC | $127.5M | 2.3M | Trimmed |
| 5 | HighTower Advisors, LLC | $122.1M | 2.2M | Added |
| 6 | MISSION WEALTH MANAGEMENT, LP | $121.4M | 2.2M | Added |
| 7 | Cornerstone Advisory, LLC | $95.3M | 1.7M | Added |
| 8 | CAPITAL ADVISORS INC/OK | $88.1M | 1.6M | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $87.8M | 1.6M | Added |
| 10 | SK Wealth Management, LLC | $57.9M | 1.0M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $54.1M | 974,103 | Added |
| 12 | Eaton Financial Holdings Company, LLC | $51.0M | 916,992 | Added |
| 13 | Modern Wealth Management, LLC | $44.9M | 808,515 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $42.5M | 765,288 | New |
| 15 | UBS Group AG | $41.3M | 743,831 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $39.0M | 701,978 | Trimmed |
| 17 | Cerity Partners LLC | $35.2M | 633,359 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.5M | 549,728 | Added |
| 19 | Royal Bank of Canada | $30.4M | 547,354 | Added |
| 20 | Evergreen Wealth Solutions, LLC | $27.8M | 490,051 | Added |
| 21 | Cetera Investment Advisers | $24.2M | 434,673 | Added |
| 22 | Equitable Holdings, Inc. | $23.7M | 426,110 | Added |
| 23 | OSAIC HOLDINGS, INC. | $22.2M | 400,098 | Added |
| 24 | Graney & King, LLC | $22.0M | 396,389 | Added |
| 25 | WNY Asset Management, LLC | $21.7M | 390,965 | Added |