| 1 | LPL Financial LLC | $255.2M | 2.2M | Trimmed |
| 2 | Larson Financial Group LLC | $135.3M | 1.1M | Added |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $122.6M | 1.0M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $108.7M | 921,171 | Trimmed |
| 5 | AMERICAN CENTURY COMPANIES INC | $93.1M | 788,535 | Trimmed |
| 6 | Modern Wealth Management, LLC | $72.9M | 592,369 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $60.8M | 515,194 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $54.3M | 460,123 | Added |
| 9 | OSAIC HOLDINGS, INC. | $43.7M | 370,266 | Added |
| 10 | Next Level Private LLC | $43.7M | 370,112 | Added |
| 11 | Procyon Advisors, LLC | $42.8M | 362,355 | Added |
| 12 | Intrua Financial, LLC | $37.4M | 316,840 | Added |
| 13 | Pinnacle Financial Partners, Inc. | $36.6M | 310,201 | Added |
| 14 | Sherrill & Hutchins Financial Advisory, Inc | $36.1M | 305,614 | Added |
| 15 | NewEdge Advisors, LLC | $35.5M | 300,483 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $33.3M | 281,976 | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.6M | 251,142 | Trimmed |
| 18 | Equitable Holdings, Inc. | $24.9M | 211,320 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $21.4M | 181,655 | Added |
| 20 | TWO SIGMA INVESTMENTS, LP | $19.4M | 164,700 | Added |
| 21 | Private Advisor Group, LLC | $18.0M | 152,551 | Trimmed |
| 22 | UBS Group AG | $15.8M | 133,596 | Added |
| 23 | IAM Advisory, LLC | $15.7M | 132,680 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $15.4M | 130,528 | Trimmed |
| 25 | Wilkerson Advisory Group LLC | $13.7M | 116,467 | Added |