| 1 | Clear Street Group Inc. | $17.5M | 689,516 | Added |
| 2 | Summit Financial, LLC | $10.3M | 401,354 | Added |
| 3 | Chicago Partners Investment Group LLC | $2.5M | 97,559 | Added |
| 4 | Integrated Wealth Concepts LLC | $2.1M | 82,966 | Added |
| 5 | Triumph Capital Management | $1.8M | 70,290 | Added |
| 6 | Milestone Asset Management Group, LLC | $1.5M | 58,997 | Trimmed |
| 7 | Arete Wealth Advisors, LLC | $1.1M | 44,245 | Added |
| 8 | Farther Finance Advisors, LLC | $735,065 | 29,031 | Added |
| 9 | Sanctuary Advisors, LLC | $673,335 | 26,593 | Added |
| 10 | Cloud Capital Management, LLC | $625,000 | 24,453 | Added |
| 11 | Focus Partners Wealth | $585,652 | 23,130 | New |
| 12 | Wealthcare Advisory Partners LLC | $561,782 | 22,187 | Added |
| 13 | J. M. Brown & Associates Inc. | $424,508 | 16,766 | New |
| 14 | CITADEL ADVISORS LLC | $382,332 | 15,100 | Added |
| 15 | Arax Advisory Partners | $380,693 | 15,035 | New |
| 16 | Kesler, Norman & Wride, LLC | $303,955 | 12,005 | New |
| 17 | OLD MISSION CAPITAL LLC | $283,761 | 11,207 | Added |
| 18 | Kingsview Wealth Management, LLC | $250,997 | 9,913 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $223,803 | 8,839 | New |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $208,920 | 8,251 | New |
| 21 | Steward Partners Investment Advisory, LLC | $167,922 | 6,632 | Trimmed |
| 22 | Essential Investment Partners LLC | $75,094 | 2,966 | Hold |
| 23 | SWAN Capital LLC | $58,641 | 2,316 | Added |
| 24 | PIN OAK INVESTMENT ADVISORS INC | $58,000 | 2,273 | Added |
| 25 | OSAIC HOLDINGS, INC. | $56,970 | 2,250 | Added |