| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $156.2M | 3.6M | Added |
| 2 | Gradient Investments LLC | $104.4M | 2.4M | Added |
| 3 | Bogart Wealth, LLC | $101.2M | 2.3M | Added |
| 4 | Amplius Wealth Advisors, LLC | $72.5M | 1.7M | Added |
| 5 | Scarborough Advisors, LLC | $52.0M | 1.2M | Added |
| 6 | DAYMARK WEALTH PARTNERS, LLC | $49.0M | 1.1M | Added |
| 7 | Mason & Associates Inc | $43.6M | 1.0M | Trimmed |
| 8 | Three Cord True Wealth Management, LLC | $30.6M | 707,539 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $29.5M | 680,944 | Added |
| 10 | KWB Wealth | $27.5M | 635,710 | Added |
| 11 | Gladstone Institutional Advisory LLC | $23.0M | 532,297 | Added |
| 12 | Retirement Management Systems Inc. | $21.3M | 493,262 | Added |
| 13 | ARQ WEALTH ADVISORS, LLC | $20.8M | 468,514 | Added |
| 14 | Heck Capital Advisors, LLC | $18.9M | 436,199 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $18.7M | 432,449 | Added |
| 16 | Kestra Advisory Services, LLC | $16.5M | 380,347 | Added |
| 17 | Pine Valley Investments Ltd Liability Co | $11.2M | 259,027 | Added |
| 18 | Bensler, LLC | $10.8M | 248,398 | Added |
| 19 | CITIGROUP INC | $10.3M | 237,568 | Added |
| 20 | Whitaker-Myers Wealth Managers, LTD. | $10.2M | 236,456 | Added |
| 21 | Snider Financial Group | $9.8M | 225,697 | Added |
| 22 | DAVENPORT & Co LLC | $9.7M | 223,944 | Added |
| 23 | LEAVELL INVESTMENT MANAGEMENT, INC. | $9.2M | 213,304 | Added |
| 24 | Atria Investments, Inc | $8.5M | 195,435 | Added |
| 25 | BYRNE FINANCIAL FREEDOM, LLC | $8.3M | 192,408 | Added |