| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $422.1M | 8.4M | Trimmed |
| 2 | Focus Partners Wealth | $55.2M | 1.1M | Trimmed |
| 3 | Gradient Investments LLC | $55.0M | 1.1M | Trimmed |
| 4 | UBS Group AG | $50.0M | 978,905 | Added |
| 5 | OSAIC HOLDINGS, INC. | $42.4M | 830,941 | Added |
| 6 | Richard P Slaughter Associates Inc | $34.3M | 672,971 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $20.3M | 397,476 | Trimmed |
| 8 | Greenwich Wealth Management LLC | $16.2M | 317,235 | Trimmed |
| 9 | IFC Advisors LLC | $16.0M | 313,913 | Added |
| 10 | Heritage Trust Co | $15.1M | 296,790 | Added |
| 11 | FIRST NATIONAL BANK OF OMAHA | $14.7M | 287,576 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $14.2M | 277,261 | Added |
| 13 | STEEL GROVE CAPITAL ADVISORS, LLC | $13.9M | 273,229 | Trimmed |
| 14 | Janney Montgomery Scott LLC | $13.9M | 273,164 | Added |
| 15 | MIDLAND WEALTH ADVISORS LLC | $12.8M | 250,427 | Added |
| 16 | Crescent Grove Advisors, LLC | $12.5M | 243,870 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $11.5M | 225,937 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.4M | 184,406 | Added |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $9.0M | 176,778 | Trimmed |
| 20 | ISLAY CAPITAL MANAGEMENT, LLC | $9.0M | 175,457 | Added |
| 21 | Kestra Advisory Services, LLC | $8.7M | 169,902 | Added |
| 22 | Precision Wealth Strategies, LLC | $8.4M | 165,111 | Added |
| 23 | Bulwark Capital Corp | $8.2M | 161,225 | Added |
| 24 | Able Wealth Management LLC | $8.1M | 159,097 | Added |
| 25 | Weaver Consulting Group | $8.0M | 156,273 | Added |