| 1 | LPL Financial LLC | $22.7M | 1.0M | Added |
| 2 | Granite Bay Wealth Management, LLC | $18.4M | 815,457 | Added |
| 3 | Eldridge Investment Advisors, Inc. | $12.2M | 539,553 | Trimmed |
| 4 | PTM WEALTH MANAGEMENT, LLC | $11.4M | 500,947 | New |
| 5 | BANK OF AMERICA CORP /DE/ | $6.5M | 289,784 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 225,940 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $5.1M | 225,590 | Added |
| 8 | FFG RETIREMENT ADVISORS LLC | $3.8M | 169,963 | Trimmed |
| 9 | Robbins Farley | $3.6M | 158,882 | Added |
| 10 | Janney Montgomery Scott LLC | $3.4M | 149,925 | Trimmed |
| 11 | Private Advisor Group, LLC | $3.4M | 148,584 | Trimmed |
| 12 | BDFS Capital LLC | $3.3M | 148,215 | Added |
| 13 | Sanctuary Advisors, LLC | $3.3M | 146,088 | Trimmed |
| 14 | CWM, LLC | $3.3M | 145,307 | Added |
| 15 | Burk Holdings LLC | $3.2M | 141,651 | Added |
| 16 | Uniting Wealth Partners, LLC | $3.1M | 139,414 | New |
| 17 | Mutual Advisors, LLC | $2.9M | 126,556 | New |
| 18 | JONES FINANCIAL COMPANIES LLLP | $2.3M | 101,258 | Added |
| 19 | 1620 INVESTMENT ADVISORS, INC. | $1.5M | 64,970 | Added |
| 20 | Meridian Wealth Management, LLC | $1.5M | 64,589 | Added |
| 21 | &PARTNERS | $1.4M | 63,936 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 49,711 | Added |
| 23 | Etesian Wealth Advisors, Inc. | $1.1M | 47,304 | Added |
| 24 | JANE STREET GROUP, LLC | $1.1M | 47,035 | Added |
| 25 | Rockefeller Capital Management L.P. | $884,850 | 39,187 | Added |