| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 287,183 | Trimmed |
| 2 | Atlas Private Wealth Advisors | $18.7M | 246,888 | Added |
| 3 | SPWM Advisors LLC | $16.1M | 204,744 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 196,174 | Trimmed |
| 5 | Cullen/Frost Bankers, Inc. | $12.2M | 161,665 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $12.2M | 161,023 | Trimmed |
| 7 | Stonebridge Financial Group, LLC | $7.7M | 101,373 | Trimmed |
| 8 | Private Advisor Group, LLC | $7.1M | 93,337 | Trimmed |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $5.5M | 72,693 | Added |
| 10 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $4.8M | 63,358 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $4.4M | 57,468 | Added |
| 12 | AGH Wealth Advisors, LLC | $4.1M | 54,415 | Added |
| 13 | Cooksen Wealth, LLC | $3.9M | 51,511 | Hold |
| 14 | Farther Finance Advisors, LLC | $3.8M | 49,624 | Trimmed |
| 15 | CITIGROUP INC | $3.2M | 41,832 | Added |
| 16 | Firestone Capital Management | $2.8M | 37,363 | Hold |
| 17 | Spire Wealth Management | $2.1M | 27,846 | Trimmed |
| 18 | Evolution Advisers, Inc. | $1.8M | 23,796 | Hold |
| 19 | Solutions 4 Wealth, Ltd | $1.8M | 23,299 | Added |
| 20 | WILLNER & HELLER, LLC | $1.7M | 22,289 | Added |
| 21 | CPC Advisors, LLC | $1.3M | 16,858 | Trimmed |
| 22 | 71 West Capital Partners | $1.2M | 15,369 | Hold |
| 23 | Financial Solutions Advisory Group, Inc. | $1.1M | 14,490 | New |
| 24 | Paragon Private Wealth Management, LLC | $1.1M | 14,265 | Hold |
| 25 | JNBA Financial Advisors | $1.0M | 13,332 | Trimmed |