| 1 | AE Wealth Management LLC | $139.9M | 1.4M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 400,727 | Added |
| 3 | Independence Financial Advisors, LLC | $13.6M | 136,325 | Added |
| 4 | Kestra Advisory Services, LLC | $12.4M | 124,721 | Added |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 100,169 | Added |
| 6 | Yoder Wealth Management, Inc. | $7.9M | 79,748 | Added |
| 7 | Traynor Capital Management, Inc. | $6.3M | 62,990 | Added |
| 8 | PENOBSCOT WEALTH MANAGEMENT | $3.9M | 39,321 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.5M | 35,586 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 32,496 | Trimmed |
| 11 | Smith Salley Wealth Management | $3.0M | 30,587 | Trimmed |
| 12 | Buska Wealth Management, LLC | $2.9M | 29,049 | Trimmed |
| 13 | EPG Wealth Management LLC | $2.8M | 28,310 | Trimmed |
| 14 | CITIGROUP INC | $2.7M | 27,488 | Added |
| 15 | Clear Creek Financial Management, LLC | $2.7M | 26,946 | Added |
| 16 | LYNCH & ASSOCIATES/IN | $2.6M | 26,515 | Added |
| 17 | Fifth Third Securities, Inc. | $2.1M | 21,023 | Added |
| 18 | Beaumont Financial Advisors, LLC | $1.6M | 16,426 | Trimmed |
| 19 | Stonebridge Financial Planning Group, LLC | $1.6M | 16,142 | Trimmed |
| 20 | AMERICAN NATIONAL BANK & TRUST | $1.6M | 16,072 | Added |
| 21 | TRUST CO OF OKLAHOMA | $1.6M | 15,975 | Trimmed |
| 22 | Merit Financial Group, LLC | $1.6M | 15,801 | Trimmed |
| 23 | SMITH SHELLNUT WILSON LLC /ADV | $1.6M | 15,744 | Added |
| 24 | Roxbury Financial LLC | $1.5M | 14,605 | Added |
| 25 | Elevated Capital Advisors, LLC | $1.2M | 12,244 | Trimmed |