| 1 | LPL Financial LLC | $144.4M | 4.4M | Added |
| 2 | Corient Private Wealth LLC | $134.5M | 4.1M | Trimmed |
| 3 | Grant Street Asset Management, Inc. | $90.3M | 2.8M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $88.4M | 2.7M | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.6M | 1.7M | Added |
| 6 | AUCTUS ADVISORS LLC | $45.9M | 1.4M | Added |
| 7 | Towneley Capital Management, Inc / DE | $37.2M | 1.1M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $33.7M | 1.0M | Trimmed |
| 9 | Leisure Capital Management | $18.6M | 571,337 | Added |
| 10 | Cerity Partners LLC | $15.5M | 476,511 | Added |
| 11 | Pinnacle Financial Partners, Inc. | $14.1M | 435,754 | Added |
| 12 | Golden State Wealth Management, LLC | $14.0M | 431,368 | Trimmed |
| 13 | Convergence Financial, LLC | $13.1M | 402,966 | Added |
| 14 | Private Advisor Group, LLC | $12.8M | 395,699 | Trimmed |
| 15 | FIFTH THIRD BANCORP | $12.8M | 393,256 | Trimmed |
| 16 | Archford Capital Strategies, LLC | $12.2M | 374,455 | Added |
| 17 | Wealthcare Advisory Partners LLC | $12.1M | 371,874 | Trimmed |
| 18 | Royal Bank of Canada | $9.8M | 303,292 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $9.7M | 299,450 | Added |
| 20 | Lantz Financial LLC | $8.9M | 274,193 | Added |
| 21 | Kestra Advisory Services, LLC | $7.8M | 241,196 | Trimmed |
| 22 | Rockefeller Capital Management L.P. | $7.2M | 222,109 | Added |
| 23 | Proactive Wealth Strategies LLC | $7.2M | 220,794 | Added |
| 24 | Cetera Investment Advisers | $6.8M | 208,338 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 198,819 | Trimmed |