| 1 | MORGAN STANLEY | $176.2M | 3.4M | Trimmed |
| 2 | LPL Financial LLC | $166.7M | 3.2M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $120.2M | 2.3M | Trimmed |
| 4 | Ameritas Advisory Services, LLC | $73.4M | 1.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $64.9M | 1.2M | Trimmed |
| 6 | Falcon Wealth Planning | $52.3M | 998,941 | Added |
| 7 | AE Wealth Management LLC | $51.8M | 988,454 | Added |
| 8 | Creative Planning | $49.3M | 941,951 | Added |
| 9 | STIFEL FINANCIAL CORP | $42.7M | 814,323 | Added |
| 10 | Trilogy Capital Inc. | $41.1M | 784,789 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $40.5M | 773,171 | Added |
| 12 | UBS Group AG | $37.9M | 724,245 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $30.7M | 586,023 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $25.5M | 485,942 | Added |
| 15 | CAPITAL WEALTH MANAGEMENT, LLC | $23.7M | 451,633 | Added |
| 16 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $21.7M | 414,813 | Trimmed |
| 17 | Marietta Wealth Management, LLC | $20.4M | 389,425 | Added |
| 18 | Summit Asset Management, LLC | $20.1M | 384,135 | Trimmed |
| 19 | WESCAP Management Group, Inc. | $19.8M | 378,708 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.8M | 357,978 | Trimmed |
| 21 | Gaddis Premier Wealth Advisors LLC | $17.3M | 330,551 | Added |
| 22 | WEALTH MANAGEMENT RESOURCES, INC. | $17.2M | 329,179 | Added |
| 23 | WELLS FARGO & COMPANY/MN | $15.1M | 287,565 | Trimmed |
| 24 | Prepared Retirement Institute LLC | $13.8M | 263,132 | Trimmed |
| 25 | Dynamic Advisor Solutions LLC | $13.6M | 259,307 | Added |