| 1 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $28.9M | 619,238 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $11.3M | 240,772 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 216,928 | Added |
| 4 | Decker Wealth Management LLC | $9.5M | 203,351 | Trimmed |
| 5 | Commonwealth Financial Services, LLC | $7.0M | 150,483 | Added |
| 6 | OSAIC HOLDINGS, INC. | $6.9M | 147,121 | Trimmed |
| 7 | Ignite Planners, LLC | $6.7M | 142,611 | Trimmed |
| 8 | FOUNDERS FINANCIAL SECURITIES LLC | $6.6M | 137,691 | Added |
| 9 | TRUIST FINANCIAL CORP | $6.6M | 140,458 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $5.9M | 125,315 | Added |
| 11 | Ritter Daniher Financial Advisory LLC / DE | $5.1M | 109,498 | Trimmed |
| 12 | WINNOW WEALTH LLC | $5.0M | 107,967 | Trimmed |
| 13 | REAP Financial Group, LLC | $5.0M | 107,210 | Trimmed |
| 14 | Cetera Investment Advisers | $4.4M | 94,288 | Added |
| 15 | CWM, LLC | $4.2M | 89,543 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $3.5M | 74,263 | Trimmed |
| 17 | LPL Financial LLC | $3.4M | 73,660 | Trimmed |
| 18 | LifeWealth Investments, LLC | $3.4M | 73,517 | Added |
| 19 | Comprehensive Financial Consultants Institutional, Inc. | $2.8M | 59,351 | Trimmed |
| 20 | Nova Wealth Management, Inc. | $2.6M | 56,388 | Trimmed |
| 21 | Wood Tarver Financial Group, LLC | $2.5M | 53,671 | Trimmed |
| 22 | Spire Wealth Management | $1.7M | 36,966 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 35,932 | Trimmed |
| 24 | HARBOUR INVESTMENTS, INC. | $1.7M | 35,782 | Added |
| 25 | SMART Wealth LLC | $1.4M | 30,150 | Added |