| 1 | LPL Financial LLC | $31.8M | 101,769 | Trimmed |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $25.1M | 80,057 | Added |
| 3 | Steward Partners Investment Advisory, LLC | $8.2M | 26,252 | Added |
| 4 | Professional Financial Advisors, LLC | $6.7M | 21,561 | Trimmed |
| 5 | MORGAN STANLEY | $6.4M | 20,498 | Added |
| 6 | Private Advisor Group, LLC | $6.4M | 20,301 | New |
| 7 | MTM FINANCIAL GROUP, LLC | $3.3M | 10,578 | Added |
| 8 | Western Wealth Management, LLC | $2.6M | 8,218 | Trimmed |
| 9 | Lifetime Wealth Management P.C. | $1.7M | 5,339 | Trimmed |
| 10 | Royal Bank of Canada | $1.7M | 5,319 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $1.6M | 5,145 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.5M | 4,667 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 4,311 | Trimmed |
| 14 | Ethos Capital Management, Inc. | $1.0M | 3,326 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $936,639 | 2,993 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $709,450 | 2,267 | Trimmed |
| 17 | IFP Advisors, Inc | $684,109 | 2,186 | Trimmed |
| 18 | Gateway Wealth Partners, LLC | $652,500 | 2,085 | Trimmed |
| 19 | Southland Equity Partners LLC | $644,677 | 2,060 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $579,000 | 1,849 | Trimmed |
| 21 | J.W. COLE ADVISORS, INC. | $416,683 | 1,331 | Added |
| 22 | Aspire Capital Advisors LLC | $388,371 | 1,241 | New |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $344,558 | 1,101 | Trimmed |
| 24 | Centurion Wealth Management LLC | $330,375 | 1,056 | Trimmed |
| 25 | AE Wealth Management LLC | $305,580 | 976 | Trimmed |