| 1 | MORGAN STANLEY | $109.2M | 1.4M | Added |
| 2 | LPL Financial LLC | $100.3M | 1.3M | Added |
| 3 | Amplius Wealth Advisors, LLC | $71.3M | 936,549 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $67.6M | 887,774 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $51.1M | 670,717 | Added |
| 6 | Private Advisor Group, LLC | $28.8M | 378,325 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $26.2M | 344,571 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $16.3M | 213,504 | Added |
| 9 | Cetera Investment Advisers | $13.1M | 172,512 | Added |
| 10 | Royal Bank of Canada | $12.5M | 163,846 | Trimmed |
| 11 | Goodman Advisory Group, LLC | $10.0M | 130,669 | Added |
| 12 | Wealthspire Advisors, LLC | $9.8M | 128,580 | New |
| 13 | &PARTNERS | $7.7M | 101,169 | Added |
| 14 | Walker Asset Management, LLC | $6.1M | 80,745 | Added |
| 15 | IHT Wealth Management, LLC | $6.1M | 79,942 | Added |
| 16 | Visionary Wealth Advisors | $5.7M | 75,129 | Added |
| 17 | Larson Financial Group LLC | $5.4M | 70,506 | Added |
| 18 | Wealthcare Advisory Partners LLC | $5.3M | 69,812 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 68,714 | Added |
| 20 | WCG Wealth Advisors LLC | $5.1M | 67,232 | Added |
| 21 | Western Wealth Management, LLC | $4.6M | 60,673 | Added |
| 22 | Redwood Financial Network Corp | $4.6M | 60,356 | Added |
| 23 | Wealthfront Advisers LLC | $4.3M | 55,819 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 51,969 | Added |
| 25 | Synergy Financial Group, LTD | $4.0M | 51,883 | Added |