| 1 | MORGAN STANLEY | $262.4M | 5.2M | Added |
| 2 | LPL Financial LLC | $103.9M | 2.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $98.7M | 2.0M | Added |
| 4 | NEUBERGER BERMAN GROUP LLC | $95.6M | 1.9M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $88.0M | 1.7M | Added |
| 6 | Integrated Wealth Concepts LLC | $35.3M | 699,145 | Added |
| 7 | Francis Financial, Inc. | $24.9M | 493,314 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $22.5M | 449,669 | New |
| 9 | UBS Group AG | $16.1M | 318,934 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 298,048 | Trimmed |
| 11 | Round Rock Advisors, LLC | $13.0M | 257,509 | Added |
| 12 | OSAIC HOLDINGS, INC. | $12.8M | 252,485 | Added |
| 13 | JANE STREET GROUP, LLC | $9.4M | 186,121 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 144,714 | Added |
| 15 | Convergence Financial, LLC | $6.8M | 135,405 | New |
| 16 | Main Street Financial Solutions, LLC | $6.5M | 128,621 | Added |
| 17 | JONES FINANCIAL COMPANIES LLLP | $6.4M | 126,218 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $5.3M | 103,994 | Trimmed |
| 19 | ROBINSON SMITH WEALTH ADVISORS LLC | $5.2M | 103,592 | Trimmed |
| 20 | YHB Investment Advisors, Inc. | $4.5M | 89,929 | Added |
| 21 | CITADEL ADVISORS LLC | $4.3M | 84,807 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $4.2M | 83,024 | New |
| 23 | HighPoint Advisor Group LLC | $4.0M | 78,269 | Trimmed |
| 24 | Steward Partners Investment Advisory, LLC | $3.9M | 76,297 | Trimmed |
| 25 | NewEdge Advisors, LLC | $3.7M | 72,279 | Added |