| 1 | JPMORGAN CHASE & CO | $410.3M | 3.8M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $104.6M | 937,516 | Added |
| 3 | Royal Bank of Canada | $59.6M | 533,847 | Added |
| 4 | LPL Financial LLC | $58.7M | 525,975 | Trimmed |
| 5 | UBS Group AG | $46.1M | 413,281 | Added |
| 6 | Miracle Mile Advisors, LLC | $44.4M | 397,707 | Added |
| 7 | Hughes Financial Services, LLC | $42.6M | 381,610 | Added |
| 8 | MORGAN STANLEY | $37.1M | 332,367 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $25.7M | 230,826 | Added |
| 10 | Kestra Advisory Services, LLC | $25.0M | 223,976 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $24.7M | 221,237 | Added |
| 12 | Vertex Planning Partners, LLC | $20.4M | 182,483 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $17.8M | 159,888 | Added |
| 14 | Pine Valley Investments Ltd Liability Co | $16.8M | 150,776 | Added |
| 15 | Tradition Wealth Management, LLC | $16.7M | 149,519 | Added |
| 16 | SilverOak Wealth Management LLC | $14.6M | 130,813 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $14.4M | 128,966 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $14.2M | 135,700 | Added |
| 19 | Oak Barrel Wealth Advisory LLC | $13.5M | 120,621 | Added |
| 20 | ERn Financial, LLC | $13.4M | 120,322 | Added |
| 21 | Freedom Financial Partners LLC | $12.6M | 113,072 | Added |
| 22 | OSAIC HOLDINGS, INC. | $12.0M | 107,256 | Added |
| 23 | NewEdge Wealth, LLC | $11.9M | 106,688 | Trimmed |
| 24 | Legacy Edge Advisors, LLC | $11.1M | 99,779 | Added |
| 25 | Quadcap Wealth Management, LLC | $10.6M | 95,047 | Trimmed |