| 1 | LPL Financial LLC | $39.6M | 1.8M | Added |
| 2 | Royal Bank of Canada | $9.1M | 409,733 | Added |
| 3 | Waterfront Wealth Inc. | $8.5M | 371,256 | Added |
| 4 | CMC Financial Group | $7.9M | 353,791 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 232,671 | Added |
| 6 | PRINCIPAL SECURITIES, INC. | $5.1M | 229,827 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.1M | 227,595 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $4.9M | 218,393 | Added |
| 9 | Concurrent Investment Advisors, LLC | $3.9M | 174,224 | Added |
| 10 | SageGuard Financial Group, LLC | $3.5M | 156,760 | Added |
| 11 | NCM Capital Management, LLC | $2.9M | 132,083 | Added |
| 12 | Essex Financial Services, Inc. | $2.9M | 131,529 | Trimmed |
| 13 | Cetera Investment Advisers | $2.9M | 130,103 | Trimmed |
| 14 | Southland Equity Partners LLC | $2.8M | 128,083 | Added |
| 15 | Stratos Wealth Advisors, LLC | $2.6M | 116,346 | Added |
| 16 | Carson Advisory Inc. | $2.5M | 111,241 | Trimmed |
| 17 | YARGER WEALTH STRATEGIES, LLC | $2.4M | 105,367 | Added |
| 18 | Orion Porfolio Solutions, LLC | $2.4M | 106,967 | New |
| 19 | MAI Capital Management | $2.2M | 100,076 | Added |
| 20 | Janney Montgomery Scott LLC | $2.2M | 97,004 | Trimmed |
| 21 | Founders Financial Alliance, LLC | $1.8M | 80,325 | Added |
| 22 | Rockefeller Capital Management L.P. | $1.8M | 79,078 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $1.7M | 76,914 | Added |
| 24 | CITADEL ADVISORS LLC | $1.2M | 54,184 | New |
| 25 | Western Wealth Management, LLC | $1.2M | 52,217 | Added |