| 1 | PERSONAL CFO SOLUTIONS, LLC | $8.5M | 301,625 | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $5.4M | 190,917 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 72,539 | Added |
| 4 | HARBOUR INVESTMENTS, INC. | $1.9M | 67,296 | Added |
| 5 | Kestra Advisory Services, LLC | $1.5M | 51,717 | Added |
| 6 | Cresset Asset Management, LLC | $1.1M | 40,821 | New |
| 7 | Cetera Investment Advisers | $965,639 | 34,382 | Added |
| 8 | LPL Financial LLC | $960,415 | 34,196 | Added |
| 9 | TRUIST FINANCIAL CORP | $946,316 | 33,694 | Added |
| 10 | OSAIC HOLDINGS, INC. | $824,754 | 29,366 | Added |
| 11 | Cornerstone Wealth, LLC/TN | $766,264 | 25,848 | New |
| 12 | Faithward Advisors, LLC | $585,529 | 20,848 | Added |
| 13 | Focus Partners Wealth | $572,104 | 20,370 | New |
| 14 | JT Stratford LLC | $569,155 | 20,265 | New |
| 15 | Diligent Investors, LLC | $561,712 | 20,000 | New |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $557,668 | 19,856 | Added |
| 17 | Belpointe Asset Management LLC | $513,096 | 18,269 | New |
| 18 | Cambridge Investment Research Advisors, Inc. | $450,000 | 16,033 | Added |
| 19 | Keating Financial Advisory Services, Inc. | $365,225 | 13,004 | Added |
| 20 | CoreCap Advisors, LLC | $339,106 | 12,074 | New |
| 21 | Phoenix Financial Ltd. | $298,371 | 10,750 | Trimmed |
| 22 | Heck Capital Advisors, LLC | $290,686 | 10,350 | New |
| 23 | Beacon Pointe Advisors, LLC | $289,029 | 10,291 | New |
| 24 | Dana Investment Advisors, Inc. | $286,192 | 10,190 | New |
| 25 | JANE STREET GROUP, LLC | $282,682 | 10,065 | Trimmed |