| 1 | LPL Financial LLC | $129.3M | 4.6M | Added |
| 2 | Forge Financial Services LLC | $118.9M | 4.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $108.3M | 3.9M | Added |
| 4 | OSAIC HOLDINGS, INC. | $43.4M | 1.6M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $38.0M | 1.4M | Trimmed |
| 6 | Cetera Investment Advisers | $31.0M | 1.1M | Added |
| 7 | Kestra Advisory Services, LLC | $30.3M | 1.1M | Trimmed |
| 8 | Jacobi Capital Management LLC | $26.4M | 943,844 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $25.3M | 905,535 | Added |
| 10 | TRUIST FINANCIAL CORP | $23.9M | 856,887 | Added |
| 11 | Rise Advisors, LLC | $19.7M | 706,069 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $18.5M | 660,799 | Added |
| 13 | Geneos Wealth Management Inc. | $13.6M | 485,389 | Added |
| 14 | CreativeOne Wealth, LLC | $12.1M | 431,458 | Added |
| 15 | ARQ WEALTH ADVISORS, LLC | $11.9M | 425,045 | New |
| 16 | Kingsview Wealth Management, LLC | $6.7M | 238,562 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $6.3M | 225,909 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $5.9M | 212,660 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 207,503 | Added |
| 20 | Integrated Wealth Concepts LLC | $5.5M | 197,288 | Added |
| 21 | BOS Asset Management, LLC | $5.3M | 189,273 | New |
| 22 | Richmond Investment Services, LLC | $4.8M | 170,429 | Trimmed |
| 23 | AdvisorNet Financial, Inc | $4.6M | 165,122 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $4.5M | 160,860 | Added |
| 25 | Goldenstone Wealth Management LLC | $4.2M | 151,750 | Trimmed |