| 1 | LPL Financial LLC | $30.1M | 622,416 | Trimmed |
| 2 | Larson Financial Group LLC | $27.6M | 570,428 | Trimmed |
| 3 | Coppell Advisory Solutions LLC | $9.1M | 1,419 | New |
| 4 | HighPoint Advisor Group LLC | $7.9M | 164,234 | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.4M | 154,071 | Trimmed |
| 6 | Breakwater Capital Group | $6.8M | 139,859 | Trimmed |
| 7 | Private Advisory Group LLC | $6.3M | 130,384 | Trimmed |
| 8 | BEACON FINANCIAL PLANNING, INC | $6.1M | 125,141 | Trimmed |
| 9 | Mariner, LLC | $6.0M | 124,598 | Added |
| 10 | GOLDMAN SACHS GROUP INC | $5.6M | 114,968 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.0M | 103,818 | Added |
| 12 | PlanVest Financial, Inc | $4.0M | 83,180 | Trimmed |
| 13 | MORGAN STANLEY | $3.9M | 79,677 | Added |
| 14 | Intrua Financial, LLC | $3.8M | 78,730 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $3.8M | 78,035 | Added |
| 16 | DHJJ Financial Advisors, Ltd. | $3.2M | 65,853 | Trimmed |
| 17 | JONES FINANCIAL COMPANIES LLLP | $3.2M | 66,460 | Added |
| 18 | Equitable Holdings, Inc. | $2.7M | 56,753 | Added |
| 19 | Fifth Third Securities, Inc. | $2.2M | 46,341 | Trimmed |
| 20 | Cetera Investment Advisers | $2.1M | 42,972 | Trimmed |
| 21 | Fifth Third Wealth Advisors LLC | $1.5M | 31,603 | New |
| 22 | BNP PARIBAS FINANCIAL MARKETS | $1.5M | 30,000 | New |
| 23 | HighTower Advisors, LLC | $1.1M | 22,665 | Added |
| 24 | NewEdge Advisors, LLC | $1.1M | 22,654 | Added |
| 25 | Fortune Financial Group, Inc. | $962,829 | 19,912 | Added |