| 1 | Dynasty Wealth Management, LLC | $95.1M | 3.9M | Added |
| 2 | LPL Financial LLC | $70.3M | 2.9M | Added |
| 3 | JPMORGAN CHASE & CO | $64.8M | 2.7M | Added |
| 4 | Arax Advisory Partners | $59.7M | 2.5M | Added |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | $51.6M | 2.1M | Added |
| 6 | Vestmark Advisory Solutions, Inc. | $45.1M | 1.9M | Trimmed |
| 7 | OpenArc Corporate Advisory, LLC | $32.9M | 1.4M | Added |
| 8 | Larson Financial Group LLC | $27.5M | 1.1M | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 965,914 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 507,001 | Trimmed |
| 11 | Merit Financial Group, LLC | $11.7M | 481,235 | Added |
| 12 | Resonant Capital Advisors, LLC | $9.5M | 391,176 | Trimmed |
| 13 | Cetera Investment Advisers | $9.4M | 387,172 | Added |
| 14 | Janney Montgomery Scott LLC | $8.0M | 329,844 | New |
| 15 | OSAIC HOLDINGS, INC. | $6.7M | 277,765 | Added |
| 16 | UNIQUE WEALTH, LLC | $6.6M | 274,022 | Added |
| 17 | Keystone Financial Group, Inc. | $5.9M | 244,206 | Trimmed |
| 18 | Skyline Advisors, Inc. | $5.6M | 232,920 | Added |
| 19 | Farther Finance Advisors, LLC | $5.6M | 232,339 | Added |
| 20 | Paulson Wealth Management Inc. | $5.5M | 225,374 | Trimmed |
| 21 | Advisory Resource Group | $4.2M | 174,726 | Added |
| 22 | FORTE ASSET MANAGEMENT LLC | $4.1M | 170,000 | Hold |
| 23 | Summit Financial, LLC | $4.0M | 166,220 | New |
| 24 | Archer Investment Management, LLC | $3.5M | 145,722 | Added |
| 25 | McKinley Carter Wealth Services, Inc. | $3.5M | 142,620 | Added |