| 1 | RAYMOND JAMES FINANCIAL INC | $220.6M | 6.8M | Added |
| 2 | LPL Financial LLC | $114.1M | 3.5M | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $74.5M | 2.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $47.2M | 1.5M | Added |
| 5 | OLD SECOND NATIONAL BANK OF AURORA | $44.6M | 1.4M | Trimmed |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $38.6M | 1.2M | Added |
| 7 | Baron Wealth Management LLC | $32.3M | 993,624 | Added |
| 8 | Capital Analysts, LLC | $31.2M | 960,188 | Added |
| 9 | Cetera Investment Advisers | $24.8M | 764,492 | Added |
| 10 | Integrated Wealth Concepts LLC | $24.7M | 760,037 | Added |
| 11 | River Street Advisors LLC | $23.2M | 714,905 | Added |
| 12 | CMH Wealth Management LLC | $21.5M | 663,446 | Added |
| 13 | Spectrum Wealth Advisory Group, LLC | $19.2M | 592,436 | Added |
| 14 | Royal Bank of Canada | $18.7M | 577,119 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $16.8M | 518,518 | Added |
| 16 | Soltis Investment Advisors LLC | $16.7M | 514,017 | Added |
| 17 | Baird Financial Group, Inc. | $16.0M | 493,240 | Added |
| 18 | NewEdge Advisors, LLC | $12.3M | 378,058 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 371,486 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 304,141 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $8.7M | 267,802 | Added |
| 22 | NATIXIS ADVISORS, LLC | $8.3M | 254,678 | Added |
| 23 | Jeter Robert S II | $8.2M | 249,803 | Added |
| 24 | Modern Wealth Management, LLC | $6.5M | 201,157 | New |
| 25 | DAVENPORT & Co LLC | $6.5M | 198,898 | Trimmed |