| 1 | Integrated Wealth Concepts LLC | $89.1M | 1.6M | Added |
| 2 | Ashton Thomas Private Wealth, LLC | $81.0M | 1.5M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $52.2M | 943,344 | Trimmed |
| 4 | Royal Bank of Canada | $41.4M | 747,914 | Trimmed |
| 5 | Prospera Financial Services Inc | $24.5M | 442,285 | Trimmed |
| 6 | OneDigital Investment Advisors LLC | $21.8M | 393,733 | Added |
| 7 | LPL Financial LLC | $21.0M | 379,534 | Added |
| 8 | Pacific Sage Partners, LLC | $19.5M | 353,250 | Trimmed |
| 9 | IHT Wealth Management, LLC | $18.1M | 326,874 | Trimmed |
| 10 | AlphaCore Capital LLC | $10.7M | 193,189 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $8.7M | 156,703 | Trimmed |
| 12 | SkyOak Wealth, LLC | $8.0M | 144,880 | Trimmed |
| 13 | Vise Technologies, Inc. | $7.1M | 127,534 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.0M | 125,537 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $6.6M | 119,349 | New |
| 16 | MORGAN STANLEY | $6.4M | 115,144 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 105,296 | Trimmed |
| 18 | Independent Wealth Advisors LLC | $4.3M | 77,252 | Added |
| 19 | Discipline Wealth Solutions, LLC | $3.5M | 63,936 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $3.0M | 54,233 | Trimmed |
| 21 | Virtu Financial LLC | $3.0M | 53,908 | New |
| 22 | ROMAN BUTLER FULLERTON & CO | $2.9M | 53,440 | Added |
| 23 | STIFEL FINANCIAL CORP | $2.6M | 47,910 | Added |
| 24 | GOLDMAN SACHS GROUP INC | $2.4M | 44,251 | Added |
| 25 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.3M | 40,827 | Trimmed |