| 1 | STRATEGIC PLANNING GROUP, LLC | $59.3M | 2.9M | Added |
| 2 | MORGAN STANLEY | $45.9M | 2.2M | Added |
| 3 | LPL Financial LLC | $44.3M | 2.1M | Added |
| 4 | Ferguson Shapiro LLC | $20.1M | 972,151 | Added |
| 5 | FIRST TRUST ADVISORS LP | $13.8M | 668,221 | Added |
| 6 | Capital Investment Counsel, LLC | $13.6M | 657,747 | Added |
| 7 | Royal Bank of Canada | $13.3M | 641,554 | Added |
| 8 | Kestra Advisory Services, LLC | $11.9M | 575,530 | Added |
| 9 | Uniting Wealth Partners, LLC | $11.1M | 538,617 | Added |
| 10 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $11.0M | 530,567 | Added |
| 11 | First Heartland Consultants, Inc. | $10.3M | 500,173 | Trimmed |
| 12 | Beaumont Financial Advisors, LLC | $8.8M | 427,102 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 421,970 | Added |
| 14 | Delta Investment Management, LLC | $6.8M | 329,490 | Added |
| 15 | HARBOUR INVESTMENTS, INC. | $6.1M | 293,563 | Added |
| 16 | CHANNEL WEALTH LLC | $5.9M | 286,993 | Added |
| 17 | Brendel Financial Advisors LLC | $5.4M | 262,638 | Added |
| 18 | Snowden Capital Advisors LLC | $4.7M | 228,957 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 219,175 | Added |
| 20 | Foundations Investment Advisors, LLC | $4.2M | 204,157 | Added |
| 21 | &PARTNERS | $4.1M | 197,804 | New |
| 22 | Farther Finance Advisors, LLC | $3.2M | 154,460 | Added |
| 23 | CoreCap Advisors, LLC | $3.0M | 146,884 | New |
| 24 | CRUX WEALTH ADVISORS | $2.9M | 140,303 | Added |
| 25 | Triad Wealth Partners, LLC | $2.7M | 130,301 | New |