| 1 | LPL Financial LLC | $404.1M | 6.7M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $212.4M | 3.5M | Added |
| 3 | Cetera Investment Advisers | $136.7M | 2.3M | Added |
| 4 | SHP Wealth Management | $123.3M | 2.0M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $94.2M | 1.6M | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $93.6M | 1.6M | Added |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $84.1M | 1.4M | Added |
| 8 | Sixth Street Partners Management Company, L.P. | $84.1M | 1.4M | New |
| 9 | Equitable Holdings, Inc. | $55.8M | 925,783 | Added |
| 10 | OSAIC HOLDINGS, INC. | $51.9M | 861,279 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $48.5M | 804,670 | Added |
| 12 | HighTower Advisors, LLC | $43.0M | 713,099 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $42.5M | 704,192 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $37.9M | 628,079 | Added |
| 15 | ADAMSBROWN WEALTH CONSULTANTS LLC | $37.7M | 624,654 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $37.6M | 623,770 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $36.9M | 612,147 | Added |
| 18 | Drake & Associates, LLC | $36.1M | 598,229 | Added |
| 19 | PLANNING ALTERNATIVES LTD /ADV | $30.4M | 503,718 | Added |
| 20 | Gratus Wealth Advisors, LLC | $28.4M | 470,420 | Added |
| 21 | MANCHESTER FINANCIAL INC | $27.9M | 463,576 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $27.7M | 459,347 | Added |
| 23 | Modern Wealth Management, LLC | $27.6M | 457,489 | Added |
| 24 | Retirement Management Systems Inc. | $26.3M | 435,488 | Added |
| 25 | Whitaker-Myers Wealth Managers, LTD. | $26.1M | 432,402 | Added |