| 1 | Kestra Advisory Services, LLC | $9.6M | 194,982 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 170,273 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.6M | 154,947 | Added |
| 4 | LPL Financial LLC | $6.9M | 140,226 | Added |
| 5 | OSAIC HOLDINGS, INC. | $5.1M | 102,783 | Added |
| 6 | Cetera Investment Advisers | $5.0M | 100,946 | Trimmed |
| 7 | Spectrum Asset Management, Inc. (NB/CA) | $4.5M | 92,169 | New |
| 8 | Sequent Planning LLC | $4.4M | 89,956 | Added |
| 9 | FOUNDERS FINANCIAL SECURITIES LLC | $3.8M | 77,576 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 73,921 | Added |
| 11 | SNS Financial Group, LLC | $3.4M | 69,460 | New |
| 12 | VestGen Advisors, LLC | $3.2M | 65,884 | Trimmed |
| 13 | OPPENHEIMER & CO INC | $3.0M | 60,181 | New |
| 14 | REAP Financial Group, LLC | $2.9M | 59,823 | Trimmed |
| 15 | Wood Tarver Financial Group, LLC | $2.5M | 51,142 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $2.4M | 47,920 | Added |
| 17 | Tanglewood Legacy Advisors, LLC | $2.3M | 47,164 | Added |
| 18 | Kovack Advisors, Inc. | $2.2M | 44,902 | Added |
| 19 | OLD MISSION CAPITAL LLC | $1.9M | 38,456 | Added |
| 20 | Ignite Planners, LLC | $1.9M | 37,914 | Trimmed |
| 21 | Ritter Daniher Financial Advisory LLC / DE | $1.7M | 34,730 | Trimmed |
| 22 | Arkadios Wealth Advisors | $1.7M | 33,830 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $1.4M | 28,978 | Added |
| 24 | Santori & Peters, Inc. | $1.4M | 28,204 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $1.3M | 26,325 | Added |