| 1 | LPL Financial LLC | $325.1M | 6.4M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $284.1M | 5.6M | Trimmed |
| 3 | MORGAN STANLEY | $160.0M | 3.2M | Trimmed |
| 4 | UBS Group AG | $105.5M | 2.1M | Added |
| 5 | Wealthspire Advisors, LLC | $81.0M | 1.6M | Trimmed |
| 6 | Financial Advisory Corp | $80.5M | 1.6M | Added |
| 7 | Mariner, LLC | $80.3M | 1.6M | Added |
| 8 | BIP Wealth, LLC | $77.0M | 1.5M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $68.8M | 1.4M | Added |
| 10 | Arbor Investment Advisors, LLC | $67.1M | 1.3M | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $65.3M | 1.3M | Added |
| 12 | Capital Asset Advisory Services LLC | $61.6M | 1.2M | Added |
| 13 | Royal Bank of Canada | $59.6M | 1.2M | Added |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $59.3M | 1.2M | New |
| 15 | OSAIC HOLDINGS, INC. | $55.7M | 1.1M | Added |
| 16 | Brookstone Capital Management | $55.5M | 1.1M | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $52.5M | 1.0M | Trimmed |
| 18 | Stash Investments, LLC | $51.2M | 1.0M | Added |
| 19 | Cetera Investment Advisers | $50.4M | 994,734 | Trimmed |
| 20 | Rinkey Investments | $48.7M | 961,211 | Added |
| 21 | STOCK YARDS BANK & TRUST CO | $45.1M | 890,317 | Trimmed |
| 22 | Northwest Quadrant Wealth Management, LLC | $43.7M | 863,892 | Trimmed |
| 23 | Walker Financial Services, Inc. | $43.1M | 851,969 | Added |
| 24 | AlphaCore Capital LLC | $41.4M | 816,775 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $41.3M | 815,301 | Trimmed |