| 1 | Long Island Wealth Management, Inc. | $7.9M | 232,619 | Added |
| 2 | ACCESS FINANCIAL SERVICES, INC. | $6.7M | 197,793 | New |
| 3 | OSAIC HOLDINGS, INC. | $4.4M | 130,360 | Added |
| 4 | MBL Wealth, LLC | $4.4M | 129,170 | Added |
| 5 | Creative Planning | $4.0M | 118,318 | New |
| 6 | CORRADO ADVISORS, LLC | $2.5M | 74,668 | Trimmed |
| 7 | PERSONAL CFO SOLUTIONS, LLC | $2.5M | 74,162 | New |
| 8 | Cetera Investment Advisers | $2.5M | 72,906 | Added |
| 9 | First Heartland Consultants, Inc. | $2.4M | 71,287 | New |
| 10 | Onyx Bridge Wealth Group LLC | $2.1M | 61,644 | Trimmed |
| 11 | Cornerstone Wealth, LLC/TN | $2.0M | 55,672 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 56,291 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $1.9M | 54,645 | Trimmed |
| 14 | PRIVATE CLIENT SERVICES, LLC | $1.9M | 54,539 | New |
| 15 | Signal Advisors Wealth, LLC | $1.7M | 50,643 | Added |
| 16 | Talon Private Wealth, LLC | $1.7M | 50,593 | New |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 47,572 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.5M | 43,158 | Added |
| 19 | Triad Wealth Partners, LLC | $1.3M | 39,324 | Added |
| 20 | BFI Wealth Solutions, LLC | $1.3M | 37,820 | Added |
| 21 | CWM, LLC | $1.2M | 36,279 | Added |
| 22 | Kestra Advisory Services, LLC | $1.2M | 35,210 | Added |
| 23 | Diligent Investors, LLC | $1.2M | 33,899 | Trimmed |
| 24 | Liberty Atlantic Advisors LLC | $1.1M | 33,730 | New |
| 25 | JDM Financial Group LLC | $1.1M | 31,713 | Hold |