| 1 | MORGAN STANLEY | $180.4M | 3.6M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $69.2M | 1.4M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $64.8M | 1.3M | Added |
| 4 | Stonebridge Financial Group, LLC | $53.1M | 1.1M | Trimmed |
| 5 | Cetera Investment Advisers | $30.9M | 612,120 | Trimmed |
| 6 | JPMORGAN CHASE & CO | $30.6M | 606,473 | Trimmed |
| 7 | LPL Financial LLC | $30.3M | 599,248 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 495,505 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $21.6M | 427,458 | Added |
| 10 | Biltmore Wealth Management, LLC | $21.4M | 424,580 | Added |
| 11 | John A. Wolfe & Associates, Inc. | $20.4M | 403,445 | Added |
| 12 | OSAIC HOLDINGS, INC. | $20.3M | 402,335 | Added |
| 13 | TD Capital Management LLC | $20.3M | 401,878 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $19.2M | 380,329 | Added |
| 15 | CONDOR CAPITAL MANAGEMENT | $13.6M | 268,866 | Added |
| 16 | STIFEL FINANCIAL CORP | $11.8M | 233,000 | Added |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $10.5M | 207,752 | Trimmed |
| 18 | Kelman-Lazarov, Inc. | $8.7M | 172,326 | Added |
| 19 | AXXCESS WEALTH MANAGEMENT, LLC | $8.7M | 172,039 | New |
| 20 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $8.2M | 161,569 | Added |
| 21 | Vise Technologies, Inc. | $7.9M | 157,391 | Added |
| 22 | Capital Asset Advisory Services LLC | $7.9M | 157,016 | Trimmed |
| 23 | Odyssey Group, LLC | $7.5M | 149,344 | New |
| 24 | Integrated Wealth Concepts LLC | $7.2M | 142,552 | Added |
| 25 | Quotient Wealth Partners, LLC | $7.0M | 139,502 | Added |