| 1 | LPL Financial LLC | $375.9M | 5.0M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $374.8M | 5.0M | Added |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $305.4M | 4.1M | Added |
| 4 | MORGAN STANLEY | $285.2M | 3.8M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $282.7M | 3.8M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $240.1M | 3.2M | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $182.3M | 2.5M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.9M | 2.2M | Added |
| 9 | UBS Group AG | $157.5M | 2.1M | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $131.1M | 1.7M | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $107.1M | 1.4M | Added |
| 12 | Royal Bank of Canada | $89.2M | 1.2M | Trimmed |
| 13 | Cetera Investment Advisers | $78.0M | 1.0M | Trimmed |
| 14 | Gilbert & Cook, Inc. | $75.5M | 1.0M | Added |
| 15 | Private Advisor Group, LLC | $68.3M | 910,954 | Added |
| 16 | Financial Management Professionals, Inc. | $60.6M | 808,540 | Trimmed |
| 17 | Amplius Wealth Advisors, LLC | $51.4M | 685,861 | Added |
| 18 | Granite Bay Wealth Management, LLC | $50.4M | 671,903 | Trimmed |
| 19 | Focus Partners Wealth | $47.3M | 630,958 | Trimmed |
| 20 | Garrett Wealth Advisory Group, LLC | $42.9M | 572,359 | Added |
| 21 | Thrivent Financial for Lutherans | $38.7M | 516,384 | Added |
| 22 | EP Wealth Advisors, LLC | $37.7M | 502,751 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $32.7M | 435,756 | Trimmed |
| 24 | Nvest Wealth Strategies, Inc. | $31.7M | 423,460 | Added |
| 25 | OSAIC HOLDINGS, INC. | $31.4M | 418,494 | Added |