| 1 | MIDLAND WEALTH ADVISORS LLC | $57.1M | 1.1M | Added |
| 2 | Beaumont Financial Advisors, LLC | $16.6M | 323,198 | Added |
| 3 | LPL Financial LLC | $12.7M | 247,756 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.1M | 216,170 | Added |
| 5 | AVALON CAPITAL MANAGEMENT | $10.9M | 212,985 | Added |
| 6 | Dakota Wealth Management | $9.3M | 180,371 | Added |
| 7 | Integrated Wealth Concepts LLC | $8.0M | 155,138 | Added |
| 8 | OSAIC HOLDINGS, INC. | $6.6M | 129,118 | Added |
| 9 | CONDOR CAPITAL MANAGEMENT | $6.5M | 127,588 | Added |
| 10 | WESPAC Advisors SoCal, LLC | $6.5M | 125,714 | Added |
| 11 | Csenge Advisory Group | $5.9M | 114,577 | New |
| 12 | Krilogy Financial LLC | $4.8M | 93,614 | Added |
| 13 | NewEdge Wealth, LLC | $4.5M | 87,098 | New |
| 14 | KRAEMATON INVESTMENT ADVISORS, INC | $4.2M | 81,023 | Added |
| 15 | NorthCrest Asset Manangement, LLC | $3.6M | 70,857 | Added |
| 16 | Perennial Investment Advisors, LLC | $3.3M | 64,525 | Trimmed |
| 17 | Ferguson Shapiro LLC | $3.1M | 60,300 | Added |
| 18 | Integras Partners LLC | $2.8M | 54,273 | New |
| 19 | NewEdge Advisors, LLC | $2.2M | 42,663 | New |
| 20 | Royal Bank of Canada | $2.0M | 39,313 | Added |
| 21 | SK Wealth Management, LLC | $1.1M | 22,066 | Trimmed |
| 22 | IFP Advisors, Inc | $1.1M | 21,393 | New |
| 23 | JANE STREET GROUP, LLC | $1.1M | 21,295 | Added |
| 24 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $965,859 | 18,824 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $835,000 | 16,272 | Trimmed |