| 1 | LPL Financial LLC | $21.1M | 789,443 | Added |
| 2 | Copley Financial Group, Inc. | $11.9M | 444,764 | Added |
| 3 | Marks Group Wealth Management, Inc | $9.7M | 364,630 | Added |
| 4 | Royal Bank of Canada | $9.4M | 353,447 | Added |
| 5 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $7.4M | 278,015 | Added |
| 6 | Heck Capital Advisors, LLC | $7.4M | 277,468 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $6.1M | 229,584 | Added |
| 8 | American Alpha Advisors, LLC | $5.5M | 205,052 | Added |
| 9 | Rockefeller Capital Management L.P. | $5.4M | 203,560 | Added |
| 10 | Ameritas Advisory Services, LLC | $4.4M | 165,377 | Trimmed |
| 11 | PRIVATE CLIENT SERVICES, LLC | $4.1M | 154,142 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.2M | 118,904 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 93,538 | Added |
| 14 | Equitable Holdings, Inc. | $2.3M | 94,103 | Added |
| 15 | Stratos Wealth Partners, LTD. | $2.1M | 80,285 | Added |
| 16 | CIBC WORLD MARKET INC. | $2.0M | 75,305 | Added |
| 17 | Belpointe Asset Management LLC | $1.8M | 67,332 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 67,427 | Trimmed |
| 19 | OLD MISSION CAPITAL LLC | $1.5M | 56,027 | Trimmed |
| 20 | Private Advisor Group, LLC | $1.4M | 53,966 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $1.3M | 49,850 | New |
| 22 | Baird Financial Group, Inc. | $1.2M | 46,599 | Added |
| 23 | HighTower Advisors, LLC | $1.2M | 45,881 | Added |
| 24 | Fearless Solutions, LLC dba Best Invest | $1.2M | 45,421 | Trimmed |
| 25 | Cetera Investment Advisers | $1.2M | 44,201 | Added |