| 1 | LPL Financial LLC | $77.6M | 1.5M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $74.4M | 1.5M | Added |
| 3 | Mariner, LLC | $52.7M | 1.0M | Added |
| 4 | Socha Financial Group, LLC | $30.1M | 586,099 | Trimmed |
| 5 | NOVEM GROUP | $23.3M | 454,573 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $16.9M | 328,857 | Added |
| 7 | DAHRING | CUSMANO LLC | $15.2M | 296,584 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 285,707 | Trimmed |
| 9 | Fiduciary Planning LLC | $13.8M | 268,619 | Added |
| 10 | Prasad Wealth Partners, LLC | $13.4M | 261,460 | Added |
| 11 | HUNTINGTON NATIONAL BANK | $13.3M | 258,464 | Trimmed |
| 12 | Tactive Advisors, LLC | $12.2M | 237,650 | Trimmed |
| 13 | Equitable Holdings, Inc. | $9.1M | 170,171 | Added |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.6M | 166,994 | Added |
| 15 | Onyx Bridge Wealth Group LLC | $7.1M | 139,309 | Trimmed |
| 16 | RFG - Bristol Wealth Advisors, LLC | $7.1M | 138,593 | Added |
| 17 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $7.0M | 135,846 | Added |
| 18 | MENORA MIVTACHIM HOLDINGS LTD. | $6.8M | 132,900 | New |
| 19 | Concurrent Investment Advisors, LLC | $6.5M | 126,263 | Trimmed |
| 20 | INSIGNEO ADVISORY SERVICES, LLC | $6.4M | 125,235 | New |
| 21 | Dedeker Financial LLC | $6.1M | 118,819 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $5.7M | 110,410 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $5.4M | 105,585 | Added |
| 24 | JANE STREET GROUP, LLC | $3.8M | 73,858 | Added |
| 25 | Envision Financial Transparency, LLC | $3.3M | 63,611 | New |