| 1 | MORGAN STANLEY | $640.0M | 12.8M | Added |
| 2 | LPL Financial LLC | $557.5M | 11.2M | Added |
| 3 | STIFEL FINANCIAL CORP | $177.1M | 3.6M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $176.7M | 3.5M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $167.3M | 3.4M | Added |
| 6 | Obermeyer Wealth Partners | $74.7M | 1.5M | Added |
| 7 | Private Advisor Group, LLC | $54.1M | 1.1M | Added |
| 8 | BENJAMIN EDWARDS INC | $53.1M | 1.1M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $49.6M | 994,825 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $47.4M | 951,425 | Added |
| 11 | HighTower Advisors, LLC | $44.7M | 896,609 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.6M | 833,243 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $41.5M | 832,046 | Added |
| 14 | F/m Investments LLC | $41.2M | 825,437 | Trimmed |
| 15 | Integrated Wealth Concepts LLC | $39.1M | 783,276 | Added |
| 16 | UBS Group AG | $33.3M | 668,134 | Trimmed |
| 17 | Equitable Holdings, Inc. | $32.7M | 655,209 | Trimmed |
| 18 | NEUBERGER BERMAN GROUP LLC | $29.5M | 590,929 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $28.0M | 562,324 | Added |
| 20 | Capital Investment Counsel, Inc | $26.4M | 528,870 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $24.6M | 493,762 | Added |
| 22 | Cetera Investment Advisers | $23.6M | 472,998 | Added |
| 23 | AQR CAPITAL MANAGEMENT LLC | $21.2M | 425,965 | Added |
| 24 | Kestra Advisory Services, LLC | $19.9M | 399,088 | Trimmed |
| 25 | IBEX WEALTH ADVISORS | $19.5M | 390,210 | Trimmed |