| 1 | LPL Financial LLC | $84.3M | 1.9M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.7M | 1.3M | Added |
| 3 | Cedar Wealth Management, LLC | $36.3M | 830,442 | Added |
| 4 | WCG Wealth Advisors LLC | $36.2M | 827,604 | Trimmed |
| 5 | MORGAN STANLEY | $29.8M | 682,386 | Added |
| 6 | Berkeley, Inc | $29.1M | 664,929 | Added |
| 7 | KWB Wealth | $23.7M | 542,925 | Added |
| 8 | Cetera Investment Advisers | $22.7M | 519,665 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $22.5M | 515,296 | Added |
| 10 | Chaney Capital Management, Inc. | $18.0M | 411,887 | Added |
| 11 | Integrated Capital Management, LLC | $16.5M | 377,231 | Added |
| 12 | Marks Group Wealth Management, Inc | $14.1M | 322,617 | New |
| 13 | Heck Capital Advisors, LLC | $13.0M | 298,391 | Trimmed |
| 14 | Elevated Financial Group LLC | $11.4M | 261,428 | Added |
| 15 | PRINCIPAL SECURITIES, INC. | $10.7M | 244,324 | Added |
| 16 | BOS Asset Management, LLC | $10.5M | 239,408 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $10.2M | 233,756 | Added |
| 18 | Concurrent Investment Advisors, LLC | $10.1M | 230,779 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $10.1M | 230,478 | Trimmed |
| 20 | Destiny Wealth Partners, LLC | $9.5M | 217,494 | Trimmed |
| 21 | Well Done, LLC | $9.0M | 205,312 | Trimmed |
| 22 | Thrivent Financial for Lutherans | $7.0M | 160,463 | Trimmed |
| 23 | Cornerstone Wealth Management, LLC | $6.8M | 154,725 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $6.4M | 146,855 | Added |
| 25 | EP Wealth Advisors, LLC | $6.2M | 141,784 | New |