| 1 | LPL Financial LLC | $162.9M | 5.7M | Added |
| 2 | JONES FINANCIAL COMPANIES LLLP | $41.1M | 1.5M | Added |
| 3 | Paul R. Ried Financial Group, LLC | $32.5M | 1.1M | Added |
| 4 | SFG Wealth Management, LLC. | $31.4M | 1.1M | Added |
| 5 | Arkadios Wealth Advisors | $29.0M | 1.0M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $21.6M | 756,595 | Added |
| 7 | Private Advisor Group, LLC | $16.8M | 588,632 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $15.3M | 534,125 | Added |
| 9 | Apollon Wealth Management, LLC | $10.2M | 357,907 | Added |
| 10 | &PARTNERS | $10.0M | 346,332 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 340,588 | Added |
| 12 | POTENTIA WEALTH | $7.6M | 267,667 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 212,316 | Added |
| 14 | Cetera Investment Advisers | $4.6M | 161,013 | Added |
| 15 | WCG Wealth Advisors LLC | $3.5M | 123,636 | New |
| 16 | Savvy Advisors, Inc. | $3.5M | 122,050 | New |
| 17 | Keating Financial Advisory Services, Inc. | $2.9M | 100,665 | Added |
| 18 | BlueChip Wealth Advisors LLC | $2.6M | 91,486 | Added |
| 19 | Advisory Services Network, LLC | $2.4M | 84,045 | Added |
| 20 | STIFEL FINANCIAL CORP | $2.4M | 82,994 | Added |
| 21 | MARS JEWETT FINANCIAL GROUP, INC. | $2.3M | 79,656 | Trimmed |
| 22 | Kingsview Wealth Management, LLC | $2.2M | 77,906 | Added |
| 23 | Equitable Holdings, Inc. | $1.7M | 58,686 | Trimmed |
| 24 | Prosperity Financial Group, Inc. | $1.6M | 57,206 | Trimmed |
| 25 | GOLDMAN SACHS GROUP INC | $1.6M | 57,011 | Added |