| 1 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $29.6M | 589,876 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.7M | 273,960 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $11.9M | 237,543 | Trimmed |
| 4 | SNS Financial Group, LLC | $10.2M | 203,612 | New |
| 5 | Decker Wealth Management LLC | $8.2M | 163,972 | Trimmed |
| 6 | Commonwealth Financial Services, LLC | $7.3M | 144,633 | Trimmed |
| 7 | Ignite Planners, LLC | $7.1M | 141,107 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $6.7M | 134,564 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $6.7M | 133,976 | Trimmed |
| 10 | WINNOW WEALTH LLC | $5.2M | 104,449 | Trimmed |
| 11 | Ritter Daniher Financial Advisory LLC / DE | $5.1M | 101,806 | Trimmed |
| 12 | REAP Financial Group, LLC | $4.8M | 96,489 | Trimmed |
| 13 | LPL Financial LLC | $4.5M | 89,771 | Added |
| 14 | Foguth Wealth Management, LLC. | $4.3M | 86,157 | Trimmed |
| 15 | Cetera Investment Advisers | $4.2M | 84,669 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $4.1M | 82,023 | Trimmed |
| 17 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 77,473 | Trimmed |
| 18 | LifeWealth Investments, LLC | $3.7M | 73,130 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $3.5M | 69,858 | Trimmed |
| 20 | Comprehensive Financial Consultants Institutional, Inc. | $2.9M | 58,637 | Trimmed |
| 21 | Wood Tarver Financial Group, LLC | $2.7M | 53,580 | Trimmed |
| 22 | Nova Wealth Management, Inc. | $2.7M | 52,997 | Trimmed |
| 23 | Ameritas Advisory Services, LLC | $1.9M | 37,261 | Added |
| 24 | HARBOUR INVESTMENTS, INC. | $1.9M | 36,996 | Added |
| 25 | SMART Wealth LLC | $1.8M | 36,052 | Added |