| 1 | Private Advisor Group, LLC | $20.4M | 798,342 | Added |
| 2 | Commonwealth Financial Services, LLC | $11.5M | 450,516 | New |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $10.3M | 402,524 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 372,585 | Added |
| 5 | San Luis Wealth Advisors LLC | $7.9M | 310,063 | Added |
| 6 | Concurrent Investment Advisors, LLC | $7.5M | 291,375 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $6.5M | 256,021 | Added |
| 8 | Rooted Wealth Advisors, Inc. | $6.3M | 246,958 | Added |
| 9 | Stewardship Advisors, LLC | $5.3M | 208,998 | Added |
| 10 | ASHTON THOMAS SECURITIES, LLC | $4.1M | 158,725 | Trimmed |
| 11 | Connecticut Capital Management Group, LLC | $3.4M | 133,686 | Added |
| 12 | Elm3 Financial Group, LLC | $3.3M | 128,316 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $3.1M | 122,918 | New |
| 14 | ASL Financial, LLC | $3.1M | 122,913 | Trimmed |
| 15 | Total Clarity Wealth Management, Inc. | $3.0M | 116,848 | Added |
| 16 | Green Ridge Wealth Planning LLC | $3.0M | 116,330 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 94,085 | Added |
| 18 | Gladstone Institutional Advisory LLC | $2.4M | 94,036 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 82,426 | Trimmed |
| 20 | Petix & Botte Co | $1.7M | 67,878 | New |
| 21 | Meridian Financial Advisors, LLC | $1.6M | 61,209 | Added |
| 22 | Sepio Capital, LP | $1.2M | 47,890 | Trimmed |
| 23 | Jacobi Capital Management LLC | $1.2M | 45,508 | Added |
| 24 | B.O.S.S. Retirement Advisors, LLC | $1.1M | 42,733 | Trimmed |
| 25 | Brucke Financial, Inc. | $1.1M | 42,676 | Trimmed |