| 1 | LPL Financial LLC | $188.5M | 3.5M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $72.6M | 1.3M | Added |
| 3 | Steward Partners Investment Advisory, LLC | $41.5M | 768,556 | Added |
| 4 | Cetera Investment Advisers | $30.0M | 555,621 | Added |
| 5 | IAG Wealth Partners, LLC | $28.2M | 522,211 | Trimmed |
| 6 | SEGALL BRYANT & HAMILL, LLC | $20.0M | 369,906 | Trimmed |
| 7 | San Luis Wealth Advisors LLC | $16.6M | 307,912 | Added |
| 8 | Aptus Capital Advisors, LLC | $16.6M | 307,611 | Added |
| 9 | Sunburst Financial Group, LLC | $16.3M | 302,545 | Added |
| 10 | Kestra Advisory Services, LLC | $15.3M | 283,952 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 248,750 | Trimmed |
| 12 | Aspire Capital Advisors LLC | $13.2M | 245,446 | Added |
| 13 | Welch Financial Planning, LLC | $12.5M | 231,557 | Added |
| 14 | Advisors Capital Management, LLC | $10.3M | 190,615 | Trimmed |
| 15 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $10.0M | 184,716 | Added |
| 16 | Cresset Asset Management, LLC | $9.5M | 175,548 | Added |
| 17 | Farther Finance Advisors, LLC | $9.2M | 170,782 | Trimmed |
| 18 | MORGAN STANLEY | $7.4M | 137,622 | Added |
| 19 | Henderson Brothers Financial Partners, LLC | $7.2M | 134,276 | Added |
| 20 | JPMORGAN CHASE & CO | $6.6M | 123,857 | Trimmed |
| 21 | INTEGRITY ALLIANCE, LLC. | $6.3M | 117,418 | Trimmed |
| 22 | Compass Financial Services Inc | $6.2M | 115,134 | Trimmed |
| 23 | Cedar Mountain Advisors, LLC | $5.6M | 104,028 | Added |
| 24 | Breakwater Capital Group | $5.5M | 102,567 | Added |
| 25 | MONEY CONCEPTS CAPITAL CORP | $5.1M | 95,291 | Trimmed |