| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $66.3M | 1.7M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $64.3M | 1.6M | Added |
| 3 | LPL Financial LLC | $50.4M | 1.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $43.9M | 1.1M | Added |
| 5 | Steward Partners Investment Advisory, LLC | $31.6M | 807,346 | Trimmed |
| 6 | Legacy Wealth Management, Inc | $24.2M | 617,517 | Added |
| 7 | Apollon Wealth Management, LLC | $22.5M | 574,747 | Added |
| 8 | Goldstein Advisors, LLC | $21.4M | 546,282 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $16.0M | 406,292 | Added |
| 10 | Focus Partners Wealth | $14.5M | 371,241 | New |
| 11 | Johnson & White Wealth Management, LLC | $12.3M | 314,557 | Added |
| 12 | Fragasso Financial Advisors Inc | $11.6M | 296,157 | Added |
| 13 | Cetera Investment Advisers | $11.5M | 293,030 | Trimmed |
| 14 | Sepio Capital, LP | $11.4M | 290,404 | Added |
| 15 | Avantax Planning Partners, Inc. | $11.1M | 282,628 | Added |
| 16 | INTEGRATED WEALTHCARE, LLC | $9.9M | 253,027 | Added |
| 17 | GGM Financials LLC | $9.7M | 248,505 | Added |
| 18 | JPMORGAN CHASE & CO | $9.6M | 245,363 | Added |
| 19 | ERn Financial, LLC | $8.2M | 208,729 | Added |
| 20 | Blue Water Asset Management | $8.1M | 206,678 | Trimmed |
| 21 | Per Stirling Capital Management, LLC. | $7.9M | 202,754 | Added |
| 22 | Kestra Advisory Services, LLC | $7.4M | 189,048 | Added |
| 23 | HighTower Advisors, LLC | $6.6M | 167,888 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $6.5M | 167,183 | New |
| 25 | RiverFront Investment Group, LLC | $6.3M | 160,753 | Added |