| 1 | LPL Financial LLC | $64.9M | 1.8M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.8M | 1.2M | Added |
| 3 | Thrivent Financial for Lutherans | $38.7M | 1.1M | Added |
| 4 | WCG Wealth Advisors LLC | $30.5M | 862,647 | Added |
| 5 | Cedar Wealth Management, LLC | $29.1M | 821,923 | Added |
| 6 | MORGAN STANLEY | $23.6M | 667,747 | Added |
| 7 | Berkeley, Inc | $23.3M | 657,823 | Added |
| 8 | Cetera Investment Advisers | $18.8M | 530,767 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $16.3M | 460,531 | Added |
| 10 | Chaney Capital Management, Inc. | $13.9M | 393,759 | Added |
| 11 | Integrated Capital Management, LLC | $13.1M | 369,816 | Added |
| 12 | Heck Capital Advisors, LLC | $11.2M | 315,309 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $10.1M | 284,188 | Added |
| 14 | BOS Asset Management, LLC | $8.5M | 239,550 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $8.4M | 238,118 | Added |
| 16 | Elevated Financial Group LLC | $8.4M | 236,545 | New |
| 17 | Destiny Wealth Partners, LLC | $7.9M | 223,575 | New |
| 18 | Concurrent Investment Advisors, LLC | $7.7M | 218,576 | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $7.6M | 215,304 | Added |
| 20 | Well Done, LLC | $7.6M | 214,430 | Added |
| 21 | Cornerstone Wealth Management, LLC | $5.6M | 157,505 | Added |
| 22 | Opes Wealth Management LLC | $4.9M | 139,643 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $4.5M | 126,066 | Added |
| 24 | STIFEL FINANCIAL CORP | $4.2M | 119,751 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $4.0M | 113,830 | Added |