| 1 | Transamerica Financial Advisors, LLC | $12.7M | 267,604 | Added |
| 2 | Janney Montgomery Scott LLC | $6.4M | 135,302 | New |
| 3 | LPL Financial LLC | $5.6M | 117,452 | Added |
| 4 | ROI Financial Advisors, LLC | $2.3M | 48,939 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $2.0M | 42,181 | Added |
| 6 | MORGAN STANLEY | $2.0M | 41,735 | Added |
| 7 | OSAIC HOLDINGS, INC. | $1.8M | 37,742 | Added |
| 8 | AlphaCore Capital LLC | $1.2M | 24,536 | New |
| 9 | Capital Advisors, Ltd. LLC | $739,000 | 15,547 | Hold |
| 10 | Advisory Services Network, LLC | $705,942 | 14,845 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $667,000 | 14,025 | Added |
| 12 | Trek Financial, LLC | $601,724 | 12,653 | Hold |
| 13 | NWF Advisory Services Inc. | $591,357 | 12,435 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $552,973 | 11,628 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $504,543 | 10,610 | New |
| 16 | Fifth Third Securities, Inc. | $411,215 | 8,647 | Trimmed |
| 17 | Farther Finance Advisors, LLC | $392,145 | 8,246 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $341,736 | 7,186 | Added |
| 19 | StoneX Group Inc. | $337,646 | 7,100 | Hold |
| 20 | RAYMOND JAMES FINANCIAL INC | $324,521 | 6,824 | New |
| 21 | UBS Group AG | $274,731 | 5,777 | Trimmed |
| 22 | Ameritas Advisory Services, LLC | $269,958 | 5,677 | New |
| 23 | Cetera Investment Advisers | $253,118 | 5,323 | Trimmed |
| 24 | Private Advisor Group, LLC | $248,146 | 5,218 | Trimmed |
| 25 | Integrated Wealth Concepts LLC | $241,390 | 5,076 | New |