| 1 | Allworth Financial LP | $8.5M | 237,210 | Added |
| 2 | Long Island Wealth Management, Inc. | $8.4M | 234,341 | Added |
| 3 | ACCESS FINANCIAL SERVICES, INC. | $7.1M | 197,501 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $4.9M | 136,423 | Added |
| 5 | MBL Wealth, LLC | $4.8M | 132,021 | Added |
| 6 | SageView Advisory Group, LLC | $4.1M | 113,323 | Trimmed |
| 7 | Creative Planning | $4.1M | 113,323 | Trimmed |
| 8 | CORRADO ADVISORS, LLC | $2.6M | 73,236 | Trimmed |
| 9 | Cetera Investment Advisers | $2.6M | 71,331 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $2.5M | 69,636 | New |
| 11 | First Heartland Consultants, Inc. | $2.5M | 69,367 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $2.2M | 61,542 | Added |
| 13 | Onyx Bridge Wealth Group LLC | $2.1M | 58,339 | Trimmed |
| 14 | PRINCIPAL SECURITIES, INC. | $2.0M | 56,641 | Added |
| 15 | Cornerstone Wealth, LLC/TN | $2.0M | 56,921 | Added |
| 16 | Signal Advisors Wealth, LLC | $1.9M | 53,465 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 50,798 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 50,485 | Trimmed |
| 19 | BFI Wealth Solutions, LLC | $1.8M | 49,286 | Added |
| 20 | Cape Investment Advisory, Inc. | $1.4M | 39,762 | Added |
| 21 | Triad Wealth Partners, LLC | $1.4M | 37,644 | Trimmed |
| 22 | OLD MISSION CAPITAL LLC | $1.2M | 33,920 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 33,653 | Added |
| 24 | Diligent Investors, LLC | $1.2M | 33,399 | Trimmed |
| 25 | Liberty Atlantic Advisors LLC | $1.2M | 33,128 | Trimmed |