| 1 | LPL Financial LLC | $56.0M | 1.4M | Added |
| 2 | MORGAN STANLEY | $31.0M | 767,227 | Added |
| 3 | BIP Wealth, LLC | $26.9M | 665,102 | Added |
| 4 | Avestar Capital, LLC | $25.4M | 628,720 | Added |
| 5 | PTM WEALTH MANAGEMENT, LLC | $20.8M | 515,263 | Added |
| 6 | AQR CAPITAL MANAGEMENT LLC | $14.5M | 357,933 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.0M | 273,073 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $11.0M | 272,455 | Trimmed |
| 9 | Stablepoint Partners, LLC | $8.9M | 220,840 | Added |
| 10 | ORBA Wealth Advisors, L.L.C. | $6.4M | 158,037 | Added |
| 11 | Norris Financial Group, LLC | $5.0M | 123,113 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 119,635 | Trimmed |
| 13 | David Kennon Inc | $4.3M | 106,107 | Trimmed |
| 14 | Kraft, Davis & Associates, LLC | $4.2M | 104,871 | New |
| 15 | WT Wealth Management | $3.2M | 79,331 | Added |
| 16 | UBS Group AG | $3.0M | 73,963 | Trimmed |
| 17 | VERUS CAPITAL PARTNERS, LLC | $2.9M | 72,332 | Added |
| 18 | BridgePort Financial Solutions, LLC | $2.8M | 68,829 | Trimmed |
| 19 | Royal Bank of Canada | $2.4M | 59,350 | Trimmed |
| 20 | Focus Partners Wealth | $2.3M | 56,596 | Added |
| 21 | Cannon Wealth Management Services, LLC | $2.2M | 53,709 | Added |
| 22 | Elmwood Wealth Management, Inc. | $2.0M | 49,849 | Added |
| 23 | OSAIC HOLDINGS, INC. | $2.0M | 48,492 | Trimmed |
| 24 | Barnes Wealth Management Group, Inc | $1.9M | 47,687 | Trimmed |
| 25 | Global View Capital Management LLC | $1.9M | 45,931 | Added |