| 1 | Avantax Planning Partners, Inc. | $154.6M | 1.9M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $146.5M | 1.8M | Trimmed |
| 3 | LPL Financial LLC | $115.1M | 1.4M | Added |
| 4 | Cetera Investment Advisers | $108.0M | 1.3M | Added |
| 5 | MML INVESTORS SERVICES, LLC | $49.6M | 617,646 | Trimmed |
| 6 | MORGAN STANLEY | $48.2M | 600,496 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $45.2M | 563,226 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $43.5M | 552,306 | Added |
| 9 | OSAIC HOLDINGS, INC. | $35.2M | 438,377 | Trimmed |
| 10 | Stratos Wealth Partners, LTD. | $28.9M | 360,268 | Added |
| 11 | Leverty Financial Group, LLC | $27.8M | 345,623 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $24.0M | 298,799 | Added |
| 13 | Beaumont Financial Advisors, LLC | $22.9M | 285,193 | Trimmed |
| 14 | Balance Wealth, LLC | $22.0M | 274,373 | Added |
| 15 | Royal Bank of Canada | $19.0M | 236,466 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $18.1M | 226,959 | Added |
| 17 | MONECO Advisors, LLC | $15.3M | 190,357 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $11.3M | 140,979 | Added |
| 19 | COZAD ASSET MANAGEMENT INC | $10.7M | 133,507 | Trimmed |
| 20 | NOVEM GROUP | $10.4M | 128,961 | Trimmed |
| 21 | AlphaCore Capital LLC | $10.0M | 124,528 | Trimmed |
| 22 | MAGNOLIA CAPITAL ADVISORS LLC | $9.8M | 121,565 | Added |
| 23 | Crestwood Advisors Group, LLC | $9.6M | 119,383 | Added |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $8.1M | 100,760 | Added |
| 25 | DAVENPORT & Co LLC | $7.9M | 98,693 | Added |