| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $50.2M | 1.2M | Added |
| 2 | SK Wealth Management, LLC | $9.4M | 232,917 | Added |
| 3 | FWG Holdings, LLC | $5.0M | 127,159 | Added |
| 4 | InTrack Investment Management Inc | $4.3M | 101,235 | Added |
| 5 | Integrated Wealth Concepts LLC | $3.8M | 89,312 | New |
| 6 | CITADEL ADVISORS LLC | $3.8M | 88,456 | Added |
| 7 | EverSource Wealth Advisors, LLC | $2.6M | 61,564 | Trimmed |
| 8 | Advisory Resource Group | $2.3M | 54,593 | New |
| 9 | JANE STREET GROUP, LLC | $1.4M | 33,854 | Trimmed |
| 10 | MFA Wealth Services | $1.4M | 32,812 | Trimmed |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC | $1.3M | 30,984 | Added |
| 12 | 1015 Capital Partners, LLC | $1.1M | 25,988 | Added |
| 13 | LPL Financial LLC | $1.1M | 25,786 | New |
| 14 | Elm3 Financial Group, LLC | $939,366 | 22,061 | Added |
| 15 | Element Wealth, LLC | $904,584 | 21,244 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $690,000 | 16,197 | New |
| 17 | Financial Strategies Group, Inc. | $407,228 | 10,099 | Added |
| 18 | Equitable Holdings, Inc. | $277,790 | 6,524 | New |
| 19 | Pinnacle Financial Partners, Inc. | $267,402 | 6,279 | New |
| 20 | Private Advisor Group, LLC | $260,462 | 6,117 | New |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $211,878 | 4,976 | New |
| 22 | Canvas Wealth Advisors, LLC | $205,832 | 4,834 | Trimmed |
| 23 | FIDUCIARY FINANCIAL ADVISORS | $90,653 | 2,129 | New |
| 24 | FMR LLC | $61,579 | 1,446 | Added |
| 25 | Atlatl Advisers LLC | $33,425 | 785 | New |