| 1 | LPL Financial LLC | $319.4M | 4.8M | Added |
| 2 | Retirement Planning Group, LLC | $299.8M | 4.5M | Added |
| 3 | MORGAN STANLEY | $207.6M | 3.1M | Added |
| 4 | TRUST POINT INC. | $163.6M | 2.5M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $141.1M | 2.1M | Added |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $76.6M | 1.2M | Added |
| 7 | Private Advisor Group, LLC | $73.5M | 1.1M | Trimmed |
| 8 | RVW Wealth, LLC | $70.9M | 1.1M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $60.2M | 912,147 | Added |
| 10 | SNS Financial Group, LLC | $45.7M | 692,580 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $45.0M | 681,763 | Added |
| 12 | Rockefeller Capital Management L.P. | $36.2M | 548,800 | Added |
| 13 | HighTower Advisors, LLC | $35.7M | 540,515 | Trimmed |
| 14 | UBS Group AG | $34.1M | 516,476 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $31.4M | 475,740 | Added |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | $28.8M | 436,638 | Added |
| 17 | Cetera Investment Advisers | $28.4M | 429,394 | Added |
| 18 | Quattro Advisors LLC | $24.0M | 363,175 | Added |
| 19 | Prestige Wealth Management Group LLC | $23.8M | 360,786 | Added |
| 20 | OSAIC HOLDINGS, INC. | $23.6M | 357,500 | Added |
| 21 | Ritter Daniher Financial Advisory LLC / DE | $22.8M | 345,390 | Added |
| 22 | Legacy Financial Advisors, Inc. | $22.2M | 336,730 | Added |
| 23 | Western Wealth Management, LLC | $19.9M | 300,758 | Added |
| 24 | Etesian Wealth Advisors, Inc. | $19.7M | 297,728 | Added |
| 25 | Smartleaf Asset Management LLC | $18.1M | 277,406 | Hold |