| 1 | BENJAMIN EDWARDS INC | $49.5M | 2.0M | New |
| 2 | Capital International Investors | $25.9M | 1.0M | Trimmed |
| 3 | J. Derek Lewis & Associates Inc. | $2.8M | 111,443 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 51,438 | New |
| 5 | Dynamic Advisor Solutions LLC | $802,571 | 32,032 | Added |
| 6 | OSAIC HOLDINGS, INC. | $736,376 | 29,382 | Added |
| 7 | Greenline Wealth Management LLC | $642,620 | 25,648 | Added |
| 8 | Ausdal Financial Partners, Inc. | $589,544 | 23,530 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $579,354 | 23,123 | Added |
| 10 | JANE STREET GROUP, LLC | $557,950 | 22,269 | Added |
| 11 | Value Investment Professionals, LLC | $482,357 | 13,340 | New |
| 12 | Gutierrez Wealth Advisory, LLC | $473,023 | 18,879 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $470,525 | 18,780 | New |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $390,201 | 15,414 | New |
| 15 | IFP Advisors, Inc | $262,677 | 10,484 | Added |
| 16 | CITADEL ADVISORS LLC | $226,773 | 9,051 | New |
| 17 | HARBOUR INVESTMENTS, INC. | $97,252 | 3,881 | Added |
| 18 | ROTHSCHILD INVESTMENT LLC | $31,319 | 1,250 | New |
| 19 | AdvisorNet Financial, Inc | $18,553 | 740 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17,313 | 691 | New |
| 21 | Financial Life Planners | $3,054 | 122 | New |
| 22 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | Diversify Advisory Services, LLC | $0 | 0 | Exited |