| 1 | LPL Financial LLC | $87.3M | 2.3M | Trimmed |
| 2 | AE Wealth Management LLC | $85.6M | 2.2M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $44.4M | 1.2M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $18.0M | 467,490 | Added |
| 5 | ACCESS FINANCIAL SERVICES, INC. | $13.5M | 349,811 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $9.4M | 244,155 | Added |
| 7 | Mid-American Wealth Advisory Group, Inc. | $8.4M | 216,453 | Hold |
| 8 | CENTAURUS FINANCIAL, INC. | $8.4M | 218,252 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $7.6M | 197,233 | Trimmed |
| 10 | Cetera Investment Advisers | $7.6M | 197,002 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 194,938 | Added |
| 12 | POM Investment Strategies, LLC | $7.3M | 189,826 | New |
| 13 | FSR Wealth Management Ltd. | $5.6M | 144,301 | Trimmed |
| 14 | Allianz SE | $5.3M | 136,494 | Added |
| 15 | Advyzon Investment Management, LLC | $5.0M | 131,095 | Added |
| 16 | Elevated Capital Advisors, LLC | $4.6M | 120,829 | New |
| 17 | HOWARD BAILEY SECURITIES, LLC | $4.6M | 120,245 | Trimmed |
| 18 | Forty-three Eighteen Advisors, LLC | $4.5M | 117,528 | Trimmed |
| 19 | Outlook Wealth Advisors, LLC | $4.1M | 107,029 | Trimmed |
| 20 | B.O.S.S. Retirement Advisors, LLC | $4.1M | 106,592 | Trimmed |
| 21 | Guardian Capital, LLC | $3.8M | 99,498 | Added |
| 22 | Integrated Wealth Management | $3.8M | 98,059 | Added |
| 23 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.5M | 92,260 | Trimmed |
| 24 | World Investment Advisors | $3.1M | 80,575 | New |
| 25 | Spire Wealth Management | $3.0M | 79,066 | Trimmed |