| 1 | Choate Investment Advisors | $163.9M | 5.8M | Trimmed |
| 2 | Cerity Partners LLC | $94.6M | 3.4M | Added |
| 3 | LPL Financial LLC | $60.0M | 2.1M | Added |
| 4 | OSAIC HOLDINGS, INC. | $30.3M | 1.1M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $29.9M | 1.1M | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.3M | 935,881 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $26.3M | 933,925 | Added |
| 8 | ABOUND FINANCIAL, LLC | $26.1M | 925,844 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $22.4M | 795,881 | Added |
| 10 | Royal Bank of Canada | $18.5M | 655,583 | Trimmed |
| 11 | A&I FINANCIAL SERVICES, LLC | $16.9M | 598,911 | Added |
| 12 | KWB Wealth | $13.7M | 486,376 | Added |
| 13 | Steward Partners Investment Advisory, LLC | $11.4M | 403,016 | Added |
| 14 | BEAM WEALTH ADVISORS, INC. | $10.8M | 382,037 | Trimmed |
| 15 | Appalachian Capital Management Ltd | $8.6M | 304,967 | Added |
| 16 | NavPoint Financial, Inc. | $8.1M | 289,289 | Added |
| 17 | Stratos Wealth Partners, LTD. | $7.3M | 260,119 | New |
| 18 | &PARTNERS | $6.4M | 227,913 | Added |
| 19 | CASTLEKEEP INVESTMENT ADVISORS LLC | $6.4M | 225,564 | Added |
| 20 | Three Magnolias Financial Advisors, LLC | $6.3M | 223,342 | Added |
| 21 | Alliance Private Wealth, LLC | $5.8M | 207,457 | Trimmed |
| 22 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $5.5M | 195,673 | Added |
| 23 | Cheviot Value Management, LLC | $5.4M | 192,975 | Added |
| 24 | JABODON PT CO | $5.4M | 192,746 | Added |
| 25 | STIFEL FINANCIAL CORP | $4.9M | 173,702 | Added |