| 1 | LPL Financial LLC | $95.6M | 3.7M | Added |
| 2 | Invesco Ltd. | $39.3M | 1.5M | Trimmed |
| 3 | Bank of New York Mellon Corp | $24.2M | 949,513 | Trimmed |
| 4 | Cetera Investment Advisers | $10.5M | 412,542 | Added |
| 5 | Modern Wealth Management, LLC | $10.5M | 411,985 | Added |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $9.5M | 370,758 | Added |
| 7 | Kingsview Wealth Management, LLC | $9.3M | 365,992 | Added |
| 8 | Independent Advisor Alliance | $9.3M | 363,585 | New |
| 9 | Private Advisor Group, LLC | $9.1M | 357,867 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $7.3M | 285,922 | Added |
| 11 | Rooted Wealth Advisors, Inc. | $6.2M | 241,314 | Added |
| 12 | Stewardship Advisors, LLC | $5.0M | 196,287 | New |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 194,069 | Added |
| 14 | RITHOLTZ WEALTH MANAGEMENT | $4.8M | 186,511 | Added |
| 15 | ASHTON THOMAS SECURITIES, LLC | $4.5M | 175,978 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $4.4M | 171,446 | Added |
| 17 | ELEVATUS WELATH MANAGEMENT | $4.0M | 156,982 | Trimmed |
| 18 | Garden State Investment Advisory Services LLC | $3.9M | 151,246 | Added |
| 19 | Elm3 Financial Group, LLC | $3.6M | 142,991 | Trimmed |
| 20 | Connecticut Capital Management Group, LLC | $3.4M | 132,182 | Added |
| 21 | ASL Financial, LLC | $3.3M | 129,343 | Trimmed |
| 22 | Asset Allocation Strategies LLC | $3.3M | 127,462 | Added |
| 23 | Colonial River Investments, LLC | $2.9M | 111,784 | Added |
| 24 | Total Clarity Wealth Management, Inc. | $2.8M | 111,054 | New |
| 25 | Green Ridge Wealth Planning LLC | $2.6M | 101,674 | Trimmed |