| 1 | LPL Financial LLC | $29.6M | 558,856 | Added |
| 2 | MORGAN STANLEY | $27.6M | 521,238 | Added |
| 3 | Stonebridge Financial Group, LLC | $14.9M | 281,579 | Added |
| 4 | Lido Advisors, LLC | $12.5M | 235,589 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.0M | 226,964 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $9.6M | 180,504 | Trimmed |
| 7 | LVM CAPITAL MANAGEMENT LTD/MI | $7.6M | 144,094 | Added |
| 8 | United Advisor Group, LLC | $6.6M | 124,667 | Added |
| 9 | UBS Group AG | $5.6M | 106,269 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 104,912 | Added |
| 11 | XML Financial, LLC | $5.5M | 103,184 | Added |
| 12 | Linscomb Wealth, Inc. | $5.3M | 100,693 | Trimmed |
| 13 | Founders Financial Alliance, LLC | $5.0M | 95,245 | Added |
| 14 | Modern Wealth Management, LLC | $5.0M | 94,025 | Added |
| 15 | Royal Bank of Canada | $4.8M | 89,730 | Trimmed |
| 16 | BANK OF NOVA SCOTIA | $4.5M | 84,430 | New |
| 17 | COLUMBIA ADVISORY PARTNERS LLC | $4.2M | 78,681 | Trimmed |
| 18 | Stonebridge Wealth Management, LLC | $3.5M | 66,289 | Trimmed |
| 19 | Philip James Wealth Mangement, LLC | $2.9M | 55,201 | Trimmed |
| 20 | Independent Advisor Alliance | $2.9M | 54,356 | Added |
| 21 | CWM, LLC | $2.6M | 48,264 | Trimmed |
| 22 | Stratos Wealth Partners, LTD. | $2.5M | 46,732 | Trimmed |
| 23 | Dickmeyer Boyce Financial Management, Inc. | $2.2M | 42,315 | New |
| 24 | Strategic Financial Concepts, LLC | $2.0M | 36,918 | New |
| 25 | Vestmark Advisory Solutions, Inc. | $1.9M | 36,014 | Added |