| 1 | BENJAMIN EDWARDS INC | $143.2M | 4.1M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $110.9M | 3.2M | Added |
| 3 | Confluence Wealth Services, Inc. | $84.2M | 2.4M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $80.1M | 2.3M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $72.0M | 2.1M | Added |
| 6 | INSPIRION WEALTH ADVISORS, LLC | $70.2M | 2.1M | Added |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $59.2M | 1.7M | Added |
| 8 | Kestra Advisory Services, LLC | $41.5M | 1.2M | Added |
| 9 | Private Advisor Group, LLC | $41.4M | 1.2M | Trimmed |
| 10 | AdvisorNet Financial, Inc | $39.5M | 1.1M | Added |
| 11 | Aprio Wealth Management, LLC | $36.3M | 1.0M | Trimmed |
| 12 | CPC Advisors, LLC | $36.2M | 1.0M | Trimmed |
| 13 | Sterling Investment Counsel, LLC | $30.3M | 876,583 | Added |
| 14 | Armstrong, Fleming & Moore, Inc | $30.0M | 865,186 | Trimmed |
| 15 | Summit Investment Advisory Services, LLC | $29.3M | 847,237 | Trimmed |
| 16 | HUB Investment Partners, LLC | $28.9M | 833,653 | Added |
| 17 | D.A. DAVIDSON & CO. | $27.8M | 801,589 | Added |
| 18 | McGlone Suttner Wealth Management, Inc. | $24.3M | 700,615 | Trimmed |
| 19 | Lantz Financial LLC | $23.6M | 680,706 | Added |
| 20 | Cooper Financial Group | $23.0M | 664,422 | New |
| 21 | DeDora Capital, Inc. | $22.7M | 654,320 | Added |
| 22 | Main Line Retirement Advisors, LLC | $22.4M | 647,006 | Trimmed |
| 23 | Hopwood Financial Services, Inc. | $21.6M | 622,577 | Added |
| 24 | EverSource Wealth Advisors, LLC | $21.2M | 611,144 | Added |
| 25 | BetterWealth, LLC | $20.2M | 584,586 | Added |