| 1 | AE Wealth Management LLC | $126.6M | 1.2M | Added |
| 2 | ASSETMARK, INC | $22.2M | 215,658 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 124,328 | Trimmed |
| 4 | Independence Financial Advisors, LLC | $12.7M | 123,456 | Added |
| 5 | CITIGROUP INC | $8.7M | 84,168 | Added |
| 6 | Kestra Advisory Services, LLC | $8.6M | 83,257 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.7M | 74,490 | Added |
| 8 | Keystone Global Partners, LLC | $6.8M | 66,566 | Added |
| 9 | Yoder Wealth Management, Inc. | $6.8M | 66,536 | Added |
| 10 | Fisher Asset Management, LLC | $6.6M | 64,381 | Trimmed |
| 11 | CX Institutional | $4.5M | 43,979 | Added |
| 12 | PENOBSCOT WEALTH MANAGEMENT | $4.2M | 41,177 | Added |
| 13 | GRIMES & Co WEALTH MANAGEMENT, LLC | $4.0M | 38,872 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 33,871 | Added |
| 15 | Maltin Wealth Management, Inc. | $3.4M | 33,386 | Trimmed |
| 16 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.4M | 32,590 | Added |
| 17 | SFI Advisors, LLC | $3.2M | 31,446 | Trimmed |
| 18 | Smith Salley Wealth Management | $2.7M | 25,999 | Added |
| 19 | LYNCH & ASSOCIATES/IN | $2.2M | 21,395 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 17,886 | Trimmed |
| 21 | Beaumont Financial Advisors, LLC | $1.7M | 16,613 | New |
| 22 | Pathway Financial Advisers, LLC | $1.7M | 16,343 | Added |
| 23 | AMERICAN NATIONAL BANK & TRUST | $1.6M | 15,641 | Added |
| 24 | Robertson Stephens Wealth Management, LLC | $1.5M | 14,474 | Added |
| 25 | SOUTHERN CAPITAL ADVISORS, LLC | $1.5M | 14,449 | Added |