| 1 | LPL Financial LLC | $27.4M | 1.0M | Added |
| 2 | Marks Group Wealth Management, Inc | $12.8M | 481,889 | Added |
| 3 | Copley Financial Group, Inc. | $12.1M | 457,707 | Added |
| 4 | Royal Bank of Canada | $9.8M | 369,321 | Added |
| 5 | Heck Capital Advisors, LLC | $7.3M | 275,182 | Trimmed |
| 6 | Ameritas Advisory Services, LLC | $6.3M | 239,109 | Added |
| 7 | American Alpha Advisors, LLC | $6.3M | 237,822 | Added |
| 8 | OSAIC HOLDINGS, INC. | $6.1M | 229,153 | Trimmed |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.8M | 217,633 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $5.5M | 208,113 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.8M | 144,412 | Added |
| 12 | OLD MISSION CAPITAL LLC | $2.9M | 107,671 | Added |
| 13 | PRIVATE CLIENT SERVICES, LLC | $2.8M | 106,663 | Trimmed |
| 14 | Equitable Holdings, Inc. | $2.7M | 100,888 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 98,476 | Added |
| 16 | Stratos Wealth Partners, LTD. | $2.4M | 90,690 | Added |
| 17 | CIBC WORLD MARKET INC. | $2.2M | 81,377 | Added |
| 18 | Belpointe Asset Management LLC | $2.0M | 75,911 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 73,645 | Added |
| 20 | Cetera Investment Advisers | $1.5M | 55,708 | Added |
| 21 | CreativeOne Wealth, LLC | $1.5M | 55,091 | Added |
| 22 | Colonial River Investments, LLC | $1.5M | 54,902 | New |
| 23 | RFG Advisory, LLC | $1.3M | 50,265 | New |
| 24 | HighTower Advisors, LLC | $1.3M | 47,171 | Added |
| 25 | Baird Financial Group, Inc. | $1.3M | 47,154 | Added |