| 1 | LPL Financial LLC | $289.9M | 4.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $159.6M | 2.5M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $158.0M | 2.4M | Added |
| 4 | PARK AVENUE SECURITIES LLC | $32.1M | 495,551 | Trimmed |
| 5 | Cerity Partners LLC | $27.5M | 424,675 | Added |
| 6 | Private Advisor Group, LLC | $20.0M | 307,758 | Added |
| 7 | NewEdge Advisors, LLC | $19.9M | 307,442 | Added |
| 8 | LANDMARK WEALTH MANAGEMENT, INC. | $19.6M | 301,775 | Added |
| 9 | Signal Advisors Wealth, LLC | $16.6M | 255,949 | Added |
| 10 | Hibernia Wealth Partners, LLC | $14.3M | 220,453 | Trimmed |
| 11 | Aspire Private Capital, LLC | $13.4M | 206,850 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $13.3M | 205,136 | Added |
| 13 | Cetera Investment Advisers | $12.2M | 188,498 | Added |
| 14 | AE Wealth Management LLC | $11.4M | 175,384 | Added |
| 15 | PRINCIPAL SECURITIES, INC. | $10.6M | 163,583 | Added |
| 16 | HighTower Advisors, LLC | $10.0M | 153,981 | Added |
| 17 | Raleigh Capital Management Inc. | $9.7M | 149,438 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $9.5M | 147,226 | Added |
| 19 | Summit Financial, LLC | $7.2M | 110,956 | Added |
| 20 | SMART Wealth LLC | $7.1M | 109,367 | New |
| 21 | Sanctuary Advisors, LLC | $5.4M | 82,556 | Trimmed |
| 22 | CreativeOne Wealth, LLC | $5.2M | 79,868 | Trimmed |
| 23 | Legacy Wealth Partners, LLC | $5.1M | 79,150 | Added |
| 24 | Midwest Financial Network, LLC | $4.9M | 75,343 | Added |
| 25 | Global Financial Private Client, LLC | $4.7M | 72,815 | Added |