| 1 | LPL Financial LLC | $67.4M | 3.2M | Added |
| 2 | Legacy Financial Group LLC | $19.4M | 916,872 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $18.1M | 854,287 | Added |
| 4 | Cetera Investment Advisers | $15.5M | 733,237 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $11.2M | 530,950 | Added |
| 6 | UBS Group AG | $10.4M | 493,312 | Added |
| 7 | Equitable Holdings, Inc. | $10.1M | 477,171 | Trimmed |
| 8 | MORGAN STANLEY | $10.1M | 476,655 | Added |
| 9 | OSAIC HOLDINGS, INC. | $9.1M | 429,143 | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $9.0M | 425,062 | Added |
| 11 | Modern Wealth Management, LLC | $8.7M | 413,738 | Added |
| 12 | Avior Wealth Management, LLC | $8.4M | 399,608 | New |
| 13 | SFE Investment Counsel | $8.0M | 378,154 | Added |
| 14 | Stablepoint Partners, LLC | $7.2M | 340,722 | Added |
| 15 | BANTA ASSET MANAGEMENT LP | $6.8M | 322,870 | Added |
| 16 | IHT Wealth Management, LLC | $5.8M | 273,721 | Trimmed |
| 17 | CAPTRUST FINANCIAL ADVISORS | $5.5M | 261,376 | Trimmed |
| 18 | Advisory Alpha, LLC | $4.9M | 229,603 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 221,527 | Added |
| 20 | HOWARD WEALTH MANAGEMENT, LLC | $4.4M | 207,945 | Added |
| 21 | Royal Bank of Canada | $3.7M | 176,754 | Added |
| 22 | Oder Investment Management, LLC | $3.6M | 172,234 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 160,565 | Added |
| 24 | Pacific Wealth Strategies Group, Inc. | $3.3M | 156,249 | Added |
| 25 | F/m Investments LLC | $3.1M | 146,475 | New |