| 1 | Focus Partners Wealth | $124.0M | 2.9M | New |
| 2 | BANK OF AMERICA CORP /DE/ | $94.8M | 2.2M | Added |
| 3 | LPL Financial LLC | $86.0M | 2.0M | Added |
| 4 | MORGAN STANLEY | $81.2M | 1.9M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $49.4M | 1.2M | Trimmed |
| 6 | MML INVESTORS SERVICES, LLC | $40.7M | 962,934 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $21.7M | 512,061 | Added |
| 8 | MinichMacGregor Wealth Management, LLC | $21.0M | 496,666 | New |
| 9 | CITIGROUP INC | $20.4M | 481,515 | Trimmed |
| 10 | Advisory Services Network, LLC | $20.3M | 480,676 | Added |
| 11 | OSAIC HOLDINGS, INC. | $16.8M | 397,755 | Added |
| 12 | Royal Bank of Canada | $16.3M | 384,670 | Added |
| 13 | Zurich Insurance Group Ltd/FI | $15.5M | 366,090 | Trimmed |
| 14 | Camarda Financial Advisors, LLC | $14.5M | 342,521 | New |
| 15 | Equitable Holdings, Inc. | $13.8M | 327,160 | Added |
| 16 | Prospera Financial Services Inc | $13.8M | 325,656 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $13.7M | 323,922 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $12.1M | 286,597 | Added |
| 19 | UBS Group AG | $10.6M | 249,851 | Added |
| 20 | Three Seasons Wealth, LLC | $10.5M | 249,263 | Added |
| 21 | Orion Porfolio Solutions, LLC | $10.5M | 248,321 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $9.0M | 213,550 | Trimmed |
| 23 | Well Done, LLC | $9.0M | 213,136 | New |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $8.8M | 207,437 | Trimmed |
| 25 | ADVISORTRUST PARTNERS, LLC | $8.5M | 201,487 | Trimmed |