| 1 | VICTORY CAPITAL MANAGEMENT INC | $279.9M | 5.5M | Added |
| 2 | MORGAN STANLEY | $149.9M | 3.0M | Added |
| 3 | Merit Financial Group, LLC | $148.8M | 2.9M | Added |
| 4 | Go Invest LLC | $118.5M | 2.3M | Added |
| 5 | SHP Wealth Management | $90.4M | 1.8M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $88.1M | 1.7M | Added |
| 7 | LPL Financial LLC | $80.7M | 1.6M | Trimmed |
| 8 | Stonebridge Financial Group, LLC | $46.9M | 927,201 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $45.6M | 900,711 | Added |
| 10 | Amplius Wealth Advisors, LLC | $40.0M | 790,733 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $35.4M | 699,421 | Added |
| 12 | Private Advisor Group, LLC | $29.7M | 587,296 | Added |
| 13 | Broadway Wealth Solutions, Inc. | $29.3M | 578,799 | Added |
| 14 | Marquette Asset Management, LLC | $27.9M | 550,446 | Added |
| 15 | Capital Analysts, LLC | $26.2M | 516,643 | Added |
| 16 | Waverly Advisors, LLC | $24.0M | 474,980 | Added |
| 17 | Janney Montgomery Scott LLC | $23.5M | 464,325 | Added |
| 18 | Evergreen Wealth Solutions, LLC | $21.4M | 424,283 | Added |
| 19 | MOTCO | $19.2M | 379,986 | Added |
| 20 | Winter & Associates, Inc. | $18.0M | 355,616 | Added |
| 21 | ERn Financial, LLC | $17.7M | 349,663 | Added |
| 22 | STIFEL FINANCIAL CORP | $17.4M | 343,042 | Added |
| 23 | Focus Partners Advisor Solutions, LLC | $17.2M | 340,457 | Added |
| 24 | Cornerstone Planning Group LLC | $15.3M | 302,568 | Added |
| 25 | StoryOne LLC | $14.1M | 277,676 | New |