| 1 | Dynasty Wealth Management, LLC | $78.7M | 3.3M | Added |
| 2 | LPL Financial LLC | $60.4M | 2.5M | Added |
| 3 | JPMORGAN CHASE & CO | $54.7M | 2.3M | Added |
| 4 | Arax Advisory Partners | $51.6M | 2.2M | Added |
| 5 | Vestmark Advisory Solutions, Inc. | $48.8M | 2.0M | New |
| 6 | SAGESPRING WEALTH PARTNERS, LLC | $44.7M | 1.9M | Added |
| 7 | OpenArc Corporate Advisory, LLC | $25.9M | 1.1M | Added |
| 8 | Larson Financial Group LLC | $23.8M | 994,752 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $19.6M | 820,350 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $14.5M | 605,563 | Added |
| 11 | Resonant Capital Advisors, LLC | $12.2M | 509,341 | New |
| 12 | Cetera Investment Advisers | $8.1M | 336,813 | Added |
| 13 | Keystone Financial Group, Inc. | $6.7M | 281,882 | Added |
| 14 | Merit Financial Group, LLC | $6.0M | 252,938 | Added |
| 15 | JANE STREET GROUP, LLC | $5.9M | 247,216 | Added |
| 16 | Paulson Wealth Management Inc. | $5.5M | 229,364 | Added |
| 17 | OSAIC HOLDINGS, INC. | $4.9M | 206,834 | Added |
| 18 | FORTE ASSET MANAGEMENT LLC | $4.1M | 170,000 | Added |
| 19 | UNIQUE WEALTH, LLC | $4.0M | 168,880 | Trimmed |
| 20 | Advisory Resource Group | $3.9M | 161,228 | Added |
| 21 | McKinley Carter Wealth Services, Inc. | $3.4M | 140,269 | Added |
| 22 | Frisch Financial Group, Inc. | $3.1M | 128,996 | Added |
| 23 | Archer Investment Management, LLC | $3.1M | 127,835 | Added |
| 24 | Skyline Advisors, Inc. | $3.0M | 123,923 | Added |
| 25 | Geneos Wealth Management Inc. | $2.9M | 120,826 | New |