| 1 | LPL Financial LLC | $255.4M | 4.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $87.3M | 1.4M | Added |
| 3 | Steward Partners Investment Advisory, LLC | $49.5M | 803,310 | Added |
| 4 | IAG Wealth Partners, LLC | $31.3M | 508,870 | Trimmed |
| 5 | Corient Private Wealth LLC | $23.2M | 377,397 | Added |
| 6 | SEGALL BRYANT & HAMILL, LLC | $22.5M | 365,095 | Trimmed |
| 7 | Foguth Wealth Management, LLC. | $22.4M | 352,106 | Added |
| 8 | Aptus Capital Advisors, LLC | $19.8M | 320,755 | Added |
| 9 | Sunburst Financial Group, LLC | $19.5M | 317,289 | Added |
| 10 | San Luis Wealth Advisors LLC | $19.1M | 309,592 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $15.9M | 258,898 | Added |
| 12 | Aspire Capital Advisors LLC | $15.8M | 256,195 | Added |
| 13 | IFG Advisory, LLC | $15.7M | 254,762 | New |
| 14 | Welch Financial Planning, LLC | $14.4M | 234,487 | Added |
| 15 | Cetera Investment Advisers | $14.3M | 231,857 | Trimmed |
| 16 | Advisors Capital Management, LLC | $11.5M | 186,523 | Trimmed |
| 17 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $11.4M | 184,304 | Trimmed |
| 18 | Cresset Asset Management, LLC | $11.1M | 180,353 | Added |
| 19 | MORGAN STANLEY | $9.6M | 155,471 | Added |
| 20 | Kestra Advisory Services, LLC | $9.0M | 146,129 | Trimmed |
| 21 | Farther Finance Advisors, LLC | $8.4M | 136,359 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $7.7M | 123,985 | Added |
| 23 | Royal Bank of Canada | $7.6M | 123,465 | Added |
| 24 | Compass Financial Services Inc | $7.5M | 121,351 | Added |
| 25 | INTEGRITY ALLIANCE, LLC. | $7.3M | 117,737 | Added |