| 1 | LPL Financial LLC | $321.3M | 3.9M | Added |
| 2 | MORGAN STANLEY | $151.4M | 1.8M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $104.9M | 1.3M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $92.6M | 1.1M | Added |
| 5 | Resonant Capital Advisors, LLC | $65.4M | 791,780 | Added |
| 6 | Cetera Investment Advisers | $55.7M | 674,962 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $46.2M | 559,897 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $45.0M | 545,252 | Added |
| 9 | LANDAAS & CO /WI /ADV | $41.9M | 507,447 | Added |
| 10 | ELEVATION POINT WEALTH PARTNERS, LLC | $37.9M | 458,581 | New |
| 11 | MML INVESTORS SERVICES, LLC | $36.8M | 446,128 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $36.4M | 446,543 | Added |
| 13 | OSAIC HOLDINGS, INC. | $34.2M | 414,235 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $33.3M | 403,015 | Added |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $32.9M | 398,187 | Added |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $30.9M | 374,524 | Added |
| 17 | Equitable Holdings, Inc. | $28.2M | 341,897 | Added |
| 18 | Capital Analysts, LLC | $27.7M | 335,370 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.9M | 325,453 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $26.6M | 322,337 | Added |
| 21 | ARQ WEALTH ADVISORS, LLC | $24.8M | 311,203 | Added |
| 22 | PARK NATIONAL CORP /OH/ | $23.8M | 288,365 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $22.2M | 268,505 | Added |
| 24 | Insight Wealth Strategies, LLC | $20.9M | 255,947 | New |
| 25 | Planned Solutions, Inc. | $20.1M | 243,037 | Added |