| 1 | STRATEGIC PLANNING GROUP, LLC | $49.3M | 2.4M | Added |
| 2 | MORGAN STANLEY | $25.6M | 1.2M | New |
| 3 | LPL Financial LLC | $19.1M | 925,258 | Added |
| 4 | Ferguson Shapiro LLC | $17.3M | 837,868 | Added |
| 5 | Kestra Advisory Services, LLC | $11.7M | 568,187 | Added |
| 6 | First Heartland Consultants, Inc. | $10.6M | 513,852 | New |
| 7 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $9.5M | 461,107 | Added |
| 8 | Capital Investment Counsel, LLC | $9.4M | 455,240 | Added |
| 9 | Royal Bank of Canada | $8.0M | 387,884 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 365,073 | Added |
| 11 | Beaumont Financial Advisors, LLC | $7.2M | 350,934 | New |
| 12 | Delta Investment Management, LLC | $6.1M | 295,785 | Added |
| 13 | HARBOUR INVESTMENTS, INC. | $5.7M | 273,777 | Added |
| 14 | Uniting Wealth Partners, LLC | $5.6M | 271,911 | New |
| 15 | Brendel Financial Advisors LLC | $5.4M | 261,809 | New |
| 16 | FIRST TRUST ADVISORS LP | $5.2M | 251,837 | Added |
| 17 | Snowden Capital Advisors LLC | $4.4M | 213,296 | Added |
| 18 | Foundations Investment Advisors, LLC | $4.2M | 201,600 | Added |
| 19 | CRUX WEALTH ADVISORS | $2.9M | 139,231 | Added |
| 20 | DAYMARK WEALTH PARTNERS, LLC | $2.6M | 126,258 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 125,721 | New |
| 22 | Sanctuary Advisors, LLC | $2.4M | 117,583 | Added |
| 23 | Avior Wealth Management, LLC | $2.0M | 98,315 | New |
| 24 | Farther Finance Advisors, LLC | $2.0M | 97,931 | Added |
| 25 | Philip James Wealth Mangement, LLC | $2.0M | 97,046 | Trimmed |