| 1 | LPL Financial LLC | $939.1M | 21.7M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $643.1M | 14.9M | Trimmed |
| 3 | MORGAN STANLEY | $305.3M | 7.1M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $254.4M | 5.9M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $227.1M | 5.2M | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $156.2M | 3.6M | Added |
| 7 | OSAIC HOLDINGS, INC. | $141.9M | 3.3M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $124.6M | 2.9M | Added |
| 9 | Gradient Investments LLC | $104.4M | 2.4M | Added |
| 10 | Bogart Wealth, LLC | $101.2M | 2.3M | Added |
| 11 | Stratos Investment Management, LLC | $92.6M | 2.1M | Added |
| 12 | Ameritas Advisory Services, LLC | $72.8M | 1.7M | Added |
| 13 | Amplius Wealth Advisors, LLC | $72.5M | 1.7M | Added |
| 14 | Stratos Wealth Partners, LTD. | $72.0M | 1.7M | Added |
| 15 | Cetera Investment Advisers | $64.0M | 1.5M | Added |
| 16 | Drake & Associates, LLC | $54.2M | 1.3M | Added |
| 17 | Scarborough Advisors, LLC | $52.0M | 1.2M | Added |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $49.0M | 1.1M | Added |
| 19 | Royal Bank of Canada | $48.4M | 1.1M | Trimmed |
| 20 | JPMORGAN CHASE & CO | $45.2M | 1.1M | Added |
| 21 | Mason & Associates Inc | $43.6M | 1.0M | Trimmed |
| 22 | JONES FINANCIAL COMPANIES LLLP | $42.8M | 1.0M | Added |
| 23 | UBS Group AG | $37.4M | 864,328 | Added |
| 24 | Spectrum Wealth Advisory Group, LLC | $37.1M | 856,938 | Added |
| 25 | Stadion Money Management, LLC | $34.2M | 791,168 | Trimmed |