| 1 | BANK OF AMERICA CORP /DE/ | $1.95B | 38.2M | Added |
| 2 | MORGAN STANLEY | $891.2M | 17.5M | Added |
| 3 | LPL Financial LLC | $508.2M | 10.0M | Added |
| 4 | Cetera Investment Advisers | $479.5M | 9.4M | Added |
| 5 | Cullen/Frost Bankers, Inc. | $438.7M | 8.6M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $406.4M | 8.0M | Added |
| 7 | GLENMEDE TRUST CO NA | $369.9M | 7.3M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $337.3M | 6.6M | Added |
| 9 | UBS Group AG | $305.6M | 6.0M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $275.2M | 5.4M | Added |
| 11 | Modern Wealth Management, LLC | $194.1M | 3.8M | Added |
| 12 | WELLS FARGO & COMPANY/MN | $175.8M | 3.5M | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $147.5M | 2.9M | Added |
| 14 | Allegheny Financial Group | $132.9M | 2.6M | Added |
| 15 | STIFEL FINANCIAL CORP | $125.8M | 2.5M | Added |
| 16 | Janney Montgomery Scott LLC | $108.5M | 2.1M | New |
| 17 | Amplius Wealth Advisors, LLC | $103.8M | 2.0M | Added |
| 18 | OSAIC HOLDINGS, INC. | $85.3M | 1.7M | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $85.1M | 1.7M | Added |
| 20 | HighTower Advisors, LLC | $80.9M | 1.6M | Added |
| 21 | Opal Wealth Advisors, LLC | $79.6M | 1.6M | Trimmed |
| 22 | Oak Barrel Wealth Advisory LLC | $73.5M | 1.4M | Added |
| 23 | Kestra Advisory Services, LLC | $71.0M | 1.4M | Added |
| 24 | Corient Private Wealth LLC | $67.0M | 1.3M | Added |
| 25 | Sanctuary Advisors, LLC | $65.1M | 1.3M | Added |