| 1 | MORGAN STANLEY | $233.5M | 14.0M | Added |
| 2 | LPL Financial LLC | $92.6M | 5.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $50.3M | 3.0M | Trimmed |
| 4 | Cetera Investment Advisers | $36.4M | 2.2M | Added |
| 5 | OSAIC HOLDINGS, INC. | $30.6M | 1.8M | Added |
| 6 | UBS Group AG | $29.2M | 1.8M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $26.5M | 1.6M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $25.6M | 1.5M | Trimmed |
| 9 | COHEN & STEERS, INC. | $25.3M | 1.5M | Added |
| 10 | J.W. COLE ADVISORS, INC. | $25.2M | 1.5M | Added |
| 11 | Royal Bank of Canada | $24.3M | 1.5M | Trimmed |
| 12 | PFG Investments, LLC | $24.0M | 1.4M | Trimmed |
| 13 | TD Waterhouse Canada Inc. | $23.2M | 1.4M | Added |
| 14 | Estate Planners Group, LLC | $22.8M | 1.4M | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $22.3M | 1.3M | Added |
| 16 | Cerity Partners LLC | $16.5M | 985,250 | Added |
| 17 | Cyndeo Wealth Partners, LLC | $15.5M | 927,452 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 839,521 | Added |
| 19 | Mission Hills Financial Advisory, LLC | $12.5M | 751,235 | Added |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $12.0M | 717,418 | Trimmed |
| 21 | Private Advisor Group, LLC | $11.9M | 713,369 | Trimmed |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.9M | 651,048 | Added |
| 23 | GUGGENHEIM CAPITAL LLC | $10.2M | 608,146 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $10.1M | 604,754 | Added |
| 25 | Bensler, LLC | $9.5M | 566,940 | Added |