| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $96.0M | 2.8M | Added |
| 2 | Kestra Advisory Services, LLC | $64.8M | 1.9M | Trimmed |
| 3 | LPL Financial LLC | $38.3M | 1.1M | Added |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $10.3M | 321,546 | Added |
| 5 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | $9.7M | 278,352 | Added |
| 6 | MARSHALL INVESTMENT MANAGEMENT, LLC | $6.9M | 197,558 | Trimmed |
| 7 | Traynor Capital Management, Inc. | $6.2M | 179,939 | Trimmed |
| 8 | Cetera Investment Advisers | $5.9M | 169,453 | Trimmed |
| 9 | Larson Financial Group LLC | $5.8M | 167,460 | Added |
| 10 | JPMORGAN CHASE & CO | $5.4M | 158,359 | Added |
| 11 | OSAIC HOLDINGS, INC. | $4.4M | 126,139 | Added |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $4.2M | 120,628 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $4.2M | 120,586 | Added |
| 14 | Empire Life Investments Inc. | $3.2M | 91,864 | Added |
| 15 | HICKS CAPITAL MANAGEMENT LLC | $3.1M | 88,301 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 79,425 | Added |
| 17 | Sigma Planning Corp | $2.6M | 73,971 | Added |
| 18 | McGlone Suttner Wealth Management, Inc. | $2.0M | 56,276 | Added |
| 19 | Essex Financial Services, Inc. | $1.7M | 49,529 | New |
| 20 | HARBOUR INVESTMENTS, INC. | $1.7M | 48,340 | Trimmed |
| 21 | Ameritas Advisory Services, LLC | $1.5M | 42,637 | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $1.3M | 37,898 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $1.3M | 36,219 | New |
| 24 | Keating Financial Advisory Services, Inc. | $1.1M | 32,312 | New |
| 25 | Royal Bank of Canada | $922,000 | 26,600 | Added |