| 1 | CreativeOne Wealth, LLC | $36.2M | 602,634 | Added |
| 2 | LPL Financial LLC | $26.5M | 441,685 | Added |
| 3 | MML INVESTORS SERVICES, LLC | $17.2M | 285,976 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.0M | 100,143 | Added |
| 5 | Arkadios Wealth Advisors | $3.6M | 60,242 | Added |
| 6 | Cetera Investment Advisers | $3.6M | 59,734 | Added |
| 7 | Systelligence, LLC | $3.4M | 57,394 | New |
| 8 | Sanctuary Advisors, LLC | $3.0M | 50,474 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 37,572 | Added |
| 10 | Prepared Retirement Institute LLC | $1.9M | 32,291 | Added |
| 11 | BAM Wealth Management, LLC | $1.8M | 30,418 | Added |
| 12 | Bank of New York Mellon Corp | $1.3M | 21,185 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $1.1M | 18,210 | Trimmed |
| 14 | FRANKLIN RESOURCES INC | $887,765 | 14,772 | Trimmed |
| 15 | Triad Wealth Partners, LLC | $648,408 | 10,657 | New |
| 16 | Atria Investments, Inc | $629,344 | 10,472 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $557,314 | 9,273 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $508,189 | 8,456 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $439,615 | 7,315 | Trimmed |
| 20 | Total Clarity Wealth Management, Inc. | $438,725 | 7,300 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $425,259 | 7,076 | Trimmed |
| 22 | PRINCIPAL SECURITIES, INC. | $388,720 | 6,468 | New |
| 23 | Integrated Wealth Concepts LLC | $314,615 | 5,235 | Trimmed |
| 24 | MCF Advisors LLC | $307,112 | 5,091 | New |
| 25 | Cambridge Investment Research Advisors, Inc. | $276,000 | 4,597 | Added |