| 1 | MORGAN STANLEY | $71.8M | 3.2M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $35.0M | 1.6M | Trimmed |
| 3 | LPL Financial LLC | $27.7M | 1.2M | Trimmed |
| 4 | Strategic Wealth Partners, Ltd. | $25.6M | 1.2M | Added |
| 5 | Northwest Financial Advisors | $21.3M | 960,110 | New |
| 6 | UBS Group AG | $20.5M | 921,753 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $20.3M | 913,843 | Added |
| 8 | Equitable Holdings, Inc. | $19.8M | 889,648 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $18.1M | 809,382 | Added |
| 10 | Modern Wealth Management, LLC | $14.1M | 633,789 | Trimmed |
| 11 | Kingsview Wealth Management, LLC | $8.8M | 394,832 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 293,709 | Added |
| 13 | OSAIC HOLDINGS, INC. | $6.2M | 279,406 | Trimmed |
| 14 | Royal Bank of Canada | $5.9M | 265,187 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $5.6M | 251,791 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 238,786 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $5.3M | 237,131 | Added |
| 18 | Morton Capital Management LLC/CA | $5.3M | 236,547 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 233,367 | Added |
| 20 | HighTower Advisors, LLC | $4.4M | 199,666 | Added |
| 21 | Focus Financial Network, Inc. | $4.1M | 185,656 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 177,344 | Trimmed |
| 23 | CAHILL FINANCIAL ADVISORS INC | $3.9M | 174,940 | Trimmed |
| 24 | Sanctuary Advisors, LLC | $3.2M | 142,677 | Trimmed |
| 25 | Cheviot Value Management, LLC | $2.7M | 122,502 | Added |