| 1 | Allworth Financial LP | $59.1M | 1.8M | Added |
| 2 | Cetera Investment Advisers | $57.7M | 1.8M | Added |
| 3 | OSAIC HOLDINGS, INC. | $46.9M | 1.5M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $36.1M | 1.1M | Added |
| 5 | MARIPAU WEALTH MANAGEMENT LLC | $19.1M | 596,870 | Added |
| 6 | Ausdal Financial Partners, Inc. | $18.9M | 589,611 | Added |
| 7 | Signal Advisors Wealth, LLC | $18.5M | 576,470 | Trimmed |
| 8 | Financial Strategies Group, Inc. | $15.0M | 446,691 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $13.0M | 404,537 | Trimmed |
| 10 | Keystone Financial Services, LLC | $11.5M | 360,316 | Added |
| 11 | Copley Financial Group, Inc. | $11.4M | 354,430 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.0M | 343,304 | Added |
| 13 | Bison Wealth, LLC | $9.1M | 267,128 | Trimmed |
| 14 | LPL Financial LLC | $8.3M | 259,518 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 256,789 | Trimmed |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | $7.7M | 241,755 | Trimmed |
| 17 | Sigma Planning Corp | $7.6M | 238,294 | Added |
| 18 | VERUS CAPITAL PARTNERS, LLC | $7.0M | 217,742 | Added |
| 19 | Kestra Advisory Services, LLC | $6.1M | 191,680 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $5.7M | 177,398 | Trimmed |
| 21 | Core Wealth Advisors, Inc. | $5.5M | 171,712 | Added |
| 22 | World Investment Advisors | $4.8M | 151,185 | Added |
| 23 | Merit Financial Group, LLC | $4.4M | 136,008 | Added |
| 24 | Storen Legacy Partners, LLC | $4.3M | 132,697 | Trimmed |
| 25 | JPMORGAN CHASE & CO | $3.9M | 122,635 | Added |