| 1 | LPL Financial LLC | $26.8M | 1.0M | Added |
| 2 | Legacy Financial Group LLC | $16.6M | 645,037 | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $10.2M | 395,164 | Added |
| 4 | Trinity Legacy Partners, LLC | $10.0M | 387,313 | Added |
| 5 | Equitable Holdings, Inc. | $9.8M | 377,986 | Added |
| 6 | RPg Family Wealth Advisory, LLC | $7.7M | 299,958 | Trimmed |
| 7 | SFE Investment Counsel | $7.1M | 274,568 | Added |
| 8 | OSAIC HOLDINGS, INC. | $6.6M | 255,425 | Added |
| 9 | GPM Growth Investors, Inc. | $6.5M | 251,932 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $5.8M | 225,239 | Added |
| 11 | MORGAN STANLEY | $5.7M | 222,549 | Added |
| 12 | Cetera Investment Advisers | $5.6M | 217,271 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $4.3M | 165,411 | Added |
| 14 | HOWARD WEALTH MANAGEMENT, LLC | $4.2M | 160,988 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $4.0M | 156,880 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 154,350 | Added |
| 17 | Advisory Alpha, LLC | $3.8M | 148,157 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $3.6M | 139,278 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 127,338 | Added |
| 20 | Turning Point Benefit Group, Inc. | $2.4M | 93,853 | Added |
| 21 | LBMC INVESTMENT ADVISORS, LLC | $2.4M | 91,126 | Added |
| 22 | Milestones Private Investment Advisors LLC | $2.4M | 91,115 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $2.0M | 78,538 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $1.8M | 70,474 | Added |
| 25 | Prospera Financial Services Inc | $1.8M | 67,984 | Added |