| 1 | Evergreen Wealth Solutions, LLC | $48.6M | 1.9M | Trimmed |
| 2 | LPL Financial LLC | $43.4M | 1.7M | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $20.5M | 827,676 | Added |
| 4 | Allegheny Financial Group | $16.7M | 653,413 | Added |
| 5 | Royal Bank of Canada | $6.5M | 252,914 | Added |
| 6 | Prosperity Financial Group, Inc. | $4.3M | 169,952 | Trimmed |
| 7 | Cornerstone Wealth Management, LLC | $3.9M | 153,880 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $3.6M | 140,641 | Added |
| 9 | Advisory Services Network, LLC | $2.2M | 86,557 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 83,843 | Added |
| 11 | Cetera Investment Advisers | $2.1M | 80,943 | Added |
| 12 | D.A. DAVIDSON & CO. | $1.7M | 68,188 | Added |
| 13 | Apollon Wealth Management, LLC | $1.4M | 56,540 | Added |
| 14 | Cedrus Wealth Group LLC | $1.3M | 52,324 | Trimmed |
| 15 | IHT Wealth Management, LLC | $1.2M | 47,094 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $1.2M | 45,787 | New |
| 17 | Kingsview Wealth Management, LLC | $1.2M | 45,176 | New |
| 18 | JANE STREET GROUP, LLC | $1.0M | 39,176 | Added |
| 19 | Private Advisor Group, LLC | $953,407 | 37,257 | Added |
| 20 | GWN SECURITIES INC. | $854,194 | 33,380 | New |
| 21 | RAYMOND JAMES FINANCIAL INC | $579,153 | 22,632 | Added |
| 22 | Dickmeyer Boyce Financial Management, Inc. | $427,628 | 16,711 | New |
| 23 | STIFEL FINANCIAL CORP | $273,071 | 10,671 | New |
| 24 | Richmond Investment Services, LLC | $268,821 | 10,505 | New |
| 25 | BANK OF AMERICA CORP /DE/ | $268,746 | 10,502 | Added |