| 1 | MORGAN STANLEY | $167.6M | 3.3M | Added |
| 2 | Rockwood Wealth Management, LLC | $119.4M | 2.4M | Added |
| 3 | Resonant Capital Advisors, LLC | $90.9M | 1.8M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $71.2M | 1.4M | Trimmed |
| 5 | CAPTRUST FINANCIAL ADVISORS | $53.1M | 1.1M | Trimmed |
| 6 | LPL Financial LLC | $38.0M | 755,026 | Trimmed |
| 7 | Integrated Wealth Concepts LLC | $34.5M | 685,657 | Added |
| 8 | Foster Group, Inc. | $30.9M | 612,466 | Added |
| 9 | Cetera Investment Advisers | $26.9M | 533,439 | Added |
| 10 | Rockefeller Capital Management L.P. | $23.0M | 457,119 | Added |
| 11 | Ullmann Wealth Partners Group, LLC | $22.4M | 444,308 | Added |
| 12 | JPMORGAN CHASE & CO | $18.5M | 366,933 | Added |
| 13 | OSAIC HOLDINGS, INC. | $17.2M | 341,827 | Added |
| 14 | Equitable Holdings, Inc. | $14.7M | 291,789 | Trimmed |
| 15 | Smart Money Group LLC | $14.4M | 285,976 | Added |
| 16 | Dynasty Wealth Management, LLC | $13.1M | 260,289 | Added |
| 17 | Quotient Wealth Partners, LLC | $11.4M | 227,247 | Added |
| 18 | Royal Bank of Canada | $10.5M | 207,538 | Added |
| 19 | HighTower Advisors, LLC | $10.3M | 205,252 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $9.9M | 195,912 | Added |
| 21 | 55 North Private Wealth, LLC | $9.6M | 189,921 | Added |
| 22 | Focus Partners Wealth | $9.1M | 181,094 | Trimmed |
| 23 | Pine Harbor Wealth Management, LLC | $8.7M | 172,298 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $7.9M | 156,797 | Trimmed |
| 25 | UBS Group AG | $6.6M | 131,549 | Added |