| 1 | LPL Financial LLC | $50.5M | 2.2M | Added |
| 2 | MORGAN STANLEY | $30.6M | 1.3M | Trimmed |
| 3 | COWA, LLC | $26.9M | 1.2M | Added |
| 4 | LBMC INVESTMENT ADVISORS, LLC | $26.3M | 1.2M | Added |
| 5 | STRAIGHTLINE GROUP LLC | $21.2M | 936,881 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $18.1M | 799,082 | Trimmed |
| 7 | Federation des caisses Desjardins du Quebec | $16.2M | 714,107 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $16.0M | 706,652 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $14.9M | 658,086 | Trimmed |
| 10 | Ruggaard & Associates LLC | $11.9M | 525,863 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $11.5M | 508,904 | Added |
| 12 | Baltimore-Washington Financial Advisors, Inc. | $10.7M | 471,122 | Trimmed |
| 13 | Integrated Wealth Concepts LLC | $10.6M | 468,228 | Added |
| 14 | Mid-American Wealth Advisory Group, Inc. | $10.5M | 463,778 | Trimmed |
| 15 | Cornerstone Planning, LLC | $9.7M | 429,198 | Added |
| 16 | Cetera Investment Advisers | $9.6M | 424,308 | Added |
| 17 | Stratos Wealth Partners, LTD. | $8.8M | 389,167 | Trimmed |
| 18 | LITTLEJOHN FINANCIAL SERVICES, INC. | $7.4M | 327,252 | Trimmed |
| 19 | Delta Wealth Advisors LLC | $6.8M | 301,742 | Added |
| 20 | BIP Wealth, LLC | $6.1M | 268,420 | Trimmed |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.9M | 259,315 | Trimmed |
| 22 | TABR Capital Management, LLC | $5.7M | 249,858 | Added |
| 23 | NewEdge Advisors, LLC | $5.6M | 248,808 | Added |
| 24 | EVEXIA WEALTH LLC | $5.5M | 243,261 | Added |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 220,129 | Trimmed |