| 1 | LPL Financial LLC | $49.7M | 1.7M | Trimmed |
| 2 | Cetera Investment Advisers | $8.1M | 272,975 | Added |
| 3 | Mariner, LLC | $7.2M | 240,234 | Trimmed |
| 4 | Atria Investments, Inc | $7.2M | 240,101 | Trimmed |
| 5 | Patriot Financial Group Insurance Agency, LLC | $7.0M | 233,684 | Added |
| 6 | ASSETMARK, INC | $6.9M | 233,218 | Added |
| 7 | Prospera Financial Services Inc | $6.6M | 220,787 | Added |
| 8 | HBW ADVISORY SERVICES LLC | $4.4M | 148,261 | Added |
| 9 | OSAIC HOLDINGS, INC. | $3.8M | 126,690 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 126,042 | Added |
| 11 | Mach-1 Financial Group, LLC | $3.7M | 123,511 | Added |
| 12 | HARBOUR INVESTMENTS, INC. | $3.6M | 120,237 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.5M | 119,160 | New |
| 14 | Sanctuary Advisors, LLC | $3.0M | 99,914 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.7M | 91,058 | Trimmed |
| 16 | Geneos Wealth Management Inc. | $2.7M | 90,665 | Trimmed |
| 17 | Maia Wealth LLC | $2.6M | 88,708 | Added |
| 18 | STIFEL FINANCIAL CORP | $2.5M | 82,514 | New |
| 19 | Farther Finance Advisors, LLC | $2.4M | 78,727 | Added |
| 20 | JANE STREET GROUP, LLC | $2.4M | 79,955 | Added |
| 21 | Maridea Wealth Management LLC | $2.3M | 77,270 | Added |
| 22 | U.S. Capital Wealth Advisors, LLC | $2.3M | 75,860 | Trimmed |
| 23 | Wealth Watch Advisors, INC | $2.2M | 73,868 | Added |
| 24 | Merkkuri Wealth Advisors LLC | $2.0M | 68,805 | Added |
| 25 | Kestra Advisory Services, LLC | $2.0M | 67,611 | Added |