| 1 | RMR Wealth Builders | $23.0M | 1.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 730,841 | Added |
| 3 | PFS Partners, LLC | $13.5M | 674,660 | Trimmed |
| 4 | VAQUERO PRIVATE WEALTH, LTD | $12.0M | 601,749 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $11.9M | 593,238 | Added |
| 6 | XML Financial, LLC | $10.4M | 519,295 | New |
| 7 | EnRich Financial Partners LLC | $8.8M | 440,062 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 389,403 | Added |
| 9 | Nilsine Partners, LLC | $5.6M | 281,292 | Trimmed |
| 10 | True Blue Financial, LLC | $4.8M | 238,019 | Added |
| 11 | Gateway Wealth Partners, LLC | $3.5M | 176,814 | Trimmed |
| 12 | IFP Advisors, Inc | $2.7M | 136,134 | Trimmed |
| 13 | RFG Advisory, LLC | $2.7M | 133,263 | Added |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 122,620 | New |
| 15 | Kestra Advisory Services, LLC | $2.4M | 121,636 | Added |
| 16 | Copper Harbor Investment Advisors, LLC | $2.4M | 119,960 | New |
| 17 | Dynamic Advisor Solutions LLC | $2.2M | 112,127 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $2.1M | 103,456 | Added |
| 19 | MGO ONE SEVEN LLC | $2.0M | 99,856 | Added |
| 20 | Insight Inv LLC | $1.8M | 91,485 | Added |
| 21 | Hobart Private Capital, LLC | $1.7M | 86,093 | Added |
| 22 | STEPHENS INC /AR/ | $1.6M | 81,821 | Trimmed |
| 23 | GENESIS PRIVATE WEALTH, LLC | $1.6M | 79,646 | Added |
| 24 | Private Advisor Group, LLC | $1.1M | 53,824 | Added |
| 25 | Prospera Financial Services Inc | $988,636 | 49,457 | Added |