| 1 | LPL Financial LLC | $337.6M | 5.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $306.8M | 5.3M | Trimmed |
| 3 | MORGAN STANLEY | $212.6M | 3.6M | Trimmed |
| 4 | SFMG, LLC | $154.3M | 2.6M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $135.6M | 2.3M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $127.8M | 2.2M | Trimmed |
| 7 | CFS Investment Advisory Services, LLC | $118.1M | 2.0M | Trimmed |
| 8 | Cetera Investment Advisers | $65.6M | 1.1M | Trimmed |
| 9 | UBS Group AG | $54.5M | 936,120 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $43.7M | 749,890 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $43.1M | 739,459 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $38.5M | 661,431 | Added |
| 13 | Royal Bank of Canada | $35.9M | 615,809 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $34.4M | 590,351 | Trimmed |
| 15 | Bullock Wealth Management Group | $30.0M | 515,072 | New |
| 16 | STIFEL FINANCIAL CORP | $24.8M | 426,195 | Trimmed |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $21.9M | 375,782 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $20.4M | 350,648 | Added |
| 19 | NewEdge Advisors, LLC | $18.6M | 318,441 | Trimmed |
| 20 | Geneos Wealth Management Inc. | $18.1M | 310,265 | Added |
| 21 | Kestra Advisory Services, LLC | $17.5M | 300,081 | Trimmed |
| 22 | MBL Wealth, LLC | $17.4M | 299,162 | Trimmed |
| 23 | Tyche Wealth Partners LLC | $17.0M | 292,286 | Added |
| 24 | Merit Financial Group, LLC | $15.6M | 267,262 | Trimmed |
| 25 | Deane Retirement Strategies, Inc. | $12.7M | 218,676 | Trimmed |