| 1 | LPL Financial LLC | $244.3M | 3.6M | Added |
| 2 | Forvis Mazars Wealth Advisors, LLC | $224.8M | 3.3M | Added |
| 3 | Bank of New York Mellon Corp | $159.5M | 2.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $157.5M | 2.3M | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.7M | 1.9M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $126.8M | 1.9M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $116.8M | 1.7M | Trimmed |
| 8 | Cetera Investment Advisers | $113.5M | 1.7M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $82.7M | 1.2M | Added |
| 10 | OSAIC HOLDINGS, INC. | $75.7M | 1.1M | Trimmed |
| 11 | HighTower Advisors, LLC | $69.7M | 1.0M | Added |
| 12 | UBS Group AG | $59.4M | 878,512 | Trimmed |
| 13 | Focus Partners Wealth | $55.7M | 824,518 | Added |
| 14 | RWA WEALTH PARTNERS, LLC | $51.6M | 763,321 | Added |
| 15 | Peterson Wealth Advisors, LLC | $49.5M | 732,936 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 694,764 | Trimmed |
| 17 | CGC Financial Services, LLC | $44.9M | 664,952 | Trimmed |
| 18 | Taylor Securities Services, Inc. | $40.9M | 605,044 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $37.5M | 554,895 | Added |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35.4M | 523,484 | Added |
| 21 | Royal Bank of Canada | $34.2M | 505,473 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $34.1M | 505,952 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $33.1M | 489,423 | Added |
| 24 | STIFEL FINANCIAL CORP | $29.3M | 433,529 | Trimmed |
| 25 | Private Advisor Group, LLC | $28.0M | 414,322 | Added |