| 1 | LPL Financial LLC | $85.0M | 2.4M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $60.6M | 1.7M | Added |
| 3 | Northwest Financial Advisors | $58.8M | 1.7M | New |
| 4 | Bank of New York Mellon Corp | $55.1M | 1.6M | Added |
| 5 | CIBC Bancorp USA Inc. | $40.8M | 1.2M | New |
| 6 | TOMPKINS FINANCIAL CORP | $30.5M | 869,425 | New |
| 7 | Snowden Capital Advisors LLC | $21.9M | 624,788 | New |
| 8 | DENVER WEALTH MANAGEMENT, INC. | $19.7M | 562,823 | Added |
| 9 | Alliance Wealth Advisors, LLC | $16.0M | 455,384 | New |
| 10 | JONES FINANCIAL COMPANIES LLLP | $15.9M | 458,737 | Added |
| 11 | NORTHLAND SECURITIES, INC. | $14.5M | 412,738 | New |
| 12 | JSF Financial, LLC | $14.3M | 409,180 | New |
| 13 | Pinnacle Wealth Management, LLC | $14.2M | 405,922 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 373,249 | Added |
| 15 | Navigation Group, LLC | $11.7M | 334,968 | New |
| 16 | Meridian Financial Partners LLC | $11.1M | 319,202 | Added |
| 17 | Members Advisory Group LLC | $10.9M | 311,190 | Added |
| 18 | Western Wealth Management, LLC | $10.8M | 308,941 | Added |
| 19 | Prosperity Bancshares Inc | $10.8M | 308,275 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.6M | 302,354 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 274,463 | Added |
| 22 | PNC Financial Services Group, Inc. | $8.8M | 250,650 | Added |
| 23 | WELLS FARGO & COMPANY/MN | $7.4M | 211,736 | New |
| 24 | Provident Wealth Management, LLC | $6.1M | 174,568 | Added |
| 25 | Sigma Planning Corp | $5.9M | 169,655 | Added |