| 1 | ENVESTNET ASSET MANAGEMENT INC | $49.2M | 2.0M | Added |
| 2 | ASSETMARK, INC | $13.5M | 561,551 | New |
| 3 | BENJAMIN EDWARDS INC | $13.1M | 546,672 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 230,576 | Added |
| 5 | Gateway Wealth Partners, LLC | $5.1M | 213,678 | New |
| 6 | Hobart Private Capital, LLC | $4.5M | 186,939 | New |
| 7 | New England Private Wealth Advisors LLC | $3.0M | 123,254 | New |
| 8 | Farther Finance Advisors, LLC | $2.8M | 118,050 | Added |
| 9 | PARK AVENUE SECURITIES LLC | $2.8M | 115,163 | New |
| 10 | Holistic Financial Partners | $2.6M | 107,034 | Trimmed |
| 11 | Midwest Financial Group LLC | $2.5M | 103,963 | New |
| 12 | EVOLUTION WEALTH MANAGEMENT INC. | $2.1M | 88,219 | New |
| 13 | IFP Advisors, Inc | $2.1M | 87,134 | New |
| 14 | Atria Investments, Inc | $1.7M | 70,993 | New |
| 15 | Van Diest Capital, LLC | $1.5M | 60,748 | Added |
| 16 | Signature Equity Partners, LLC | $1.4M | 59,732 | Added |
| 17 | Envestnet Portfolio Solutions, Inc. | $1.4M | 58,400 | New |
| 18 | AE Wealth Management LLC | $1.0M | 42,291 | New |
| 19 | Marks Group Wealth Management, Inc | $720,636 | 29,989 | New |
| 20 | GeoWealth Management, LLC | $428,169 | 17,818 | New |
| 21 | McAdam, LLC | $362,132 | 15,070 | New |
| 22 | Brookwood Investment Group LLC | $344,254 | 14,326 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $309,386 | 12,875 | New |
| 24 | Dynamic Advisor Solutions LLC | $291,771 | 12,142 | Trimmed |
| 25 | Ashton Thomas Private Wealth, LLC | $273,005 | 11,361 | New |