| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $131.1M | 1.7M | Added |
| 2 | Gilbert & Cook, Inc. | $75.5M | 1.0M | Added |
| 3 | Private Advisor Group, LLC | $68.3M | 910,954 | Added |
| 4 | Financial Management Professionals, Inc. | $60.6M | 808,540 | Trimmed |
| 5 | Amplius Wealth Advisors, LLC | $51.4M | 685,861 | Added |
| 6 | Garrett Wealth Advisory Group, LLC | $42.9M | 572,359 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $36.0M | 480,754 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $32.7M | 435,756 | Trimmed |
| 9 | Nvest Wealth Strategies, Inc. | $31.7M | 423,460 | Added |
| 10 | Dynamic Advisor Solutions LLC | $25.8M | 344,277 | Added |
| 11 | KPP Advisory Services LLC | $20.2M | 269,833 | Added |
| 12 | Choice Wealth Advisors, LLC | $15.1M | 201,271 | Added |
| 13 | Baker Ellis Asset Management LLC | $14.2M | 189,511 | Trimmed |
| 14 | Sanchez Wealth Management Group | $13.9M | 185,722 | Added |
| 15 | ENZI WEALTH | $13.1M | 177,127 | Trimmed |
| 16 | Pine Valley Investments Ltd Liability Co | $11.9M | 159,268 | Added |
| 17 | Hixon Zuercher, LLC | $11.5M | 152,829 | Added |
| 18 | 46 Peaks LLC | $11.2M | 149,917 | Added |
| 19 | BankPlus Trust Department | $11.0M | 147,337 | Added |
| 20 | Kestra Advisory Services, LLC | $9.8M | 130,867 | Trimmed |
| 21 | CHILTON CAPITAL MANAGEMENT LLC | $9.6M | 127,601 | Trimmed |
| 22 | Newman Dignan & Sheerar, Inc. | $9.0M | 119,708 | Added |
| 23 | Linscomb Wealth, Inc. | $7.8M | 104,079 | Added |
| 24 | Fragasso Financial Advisors Inc | $6.7M | 90,020 | Trimmed |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.5M | 87,187 | Trimmed |