| 1 | JPMORGAN CHASE & CO | $159.9M | 3.2M | Added |
| 2 | Glenview Trust Co | $107.7M | 2.1M | Added |
| 3 | Provenance Wealth Advisors, LLC | $73.0M | 1.4M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $69.3M | 1.4M | Added |
| 5 | Pinnacle Financial Partners, Inc. | $43.5M | 862,473 | Added |
| 6 | Allegheny Financial Group | $35.4M | 702,054 | Added |
| 7 | ASSETMARK, INC | $31.2M | 619,515 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $28.4M | 562,838 | Added |
| 9 | LPL Financial LLC | $24.2M | 479,555 | Added |
| 10 | American Trust | $23.1M | 457,456 | Added |
| 11 | Sterling Investment Advisors, Ltd. | $22.8M | 452,085 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $21.7M | 431,294 | Added |
| 13 | Spartan Wealth Advisory Services LLC | $21.6M | 429,039 | Added |
| 14 | ARQ WEALTH ADVISORS, LLC | $19.3M | 386,223 | New |
| 15 | Coastal Bridge Advisors, LLC | $17.9M | 354,302 | Added |
| 16 | Cetera Investment Advisers | $13.9M | 275,423 | Trimmed |
| 17 | Bleakley Financial Group, LLC | $13.2M | 261,497 | Added |
| 18 | WealthPlan Investment Management, LLC | $13.1M | 260,215 | Added |
| 19 | Evolution Wealth Advisors, LLC | $11.3M | 223,817 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.3M | 204,250 | Added |
| 21 | DAYMARK WEALTH PARTNERS, LLC | $9.5M | 188,632 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $8.7M | 173,978 | Trimmed |
| 23 | Perigon Wealth Management, LLC | $8.7M | 172,635 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 146,466 | Trimmed |
| 25 | Royal Bank of Canada | $6.5M | 128,936 | Added |