| 1 | Corient Private Wealth LLC | $128.7M | 4.6M | Trimmed |
| 2 | LPL Financial LLC | $122.8M | 4.4M | Trimmed |
| 3 | Grant Street Asset Management, Inc. | $65.3M | 2.4M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $55.2M | 2.0M | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.6M | 1.6M | Trimmed |
| 6 | AUCTUS ADVISORS LLC | $38.1M | 1.4M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $32.6M | 1.2M | Trimmed |
| 8 | Towneley Capital Management, Inc / DE | $31.7M | 1.1M | Added |
| 9 | Golden State Wealth Management, LLC | $15.4M | 554,554 | Added |
| 10 | Leisure Capital Management | $13.2M | 476,775 | Added |
| 11 | Cerity Partners LLC | $12.1M | 437,454 | New |
| 12 | Pinnacle Financial Partners, Inc. | $11.7M | 422,301 | Added |
| 13 | FIFTH THIRD BANCORP | $11.7M | 421,544 | Trimmed |
| 14 | Private Advisor Group, LLC | $11.3M | 408,722 | Added |
| 15 | Royal Bank of Canada | $11.3M | 406,810 | Trimmed |
| 16 | Wealthcare Advisory Partners LLC | $10.8M | 389,830 | Trimmed |
| 17 | Archford Capital Strategies, LLC | $10.2M | 368,637 | Added |
| 18 | Lantz Financial LLC | $7.1M | 257,138 | Added |
| 19 | Kestra Advisory Services, LLC | $7.0M | 253,419 | Added |
| 20 | OSAIC HOLDINGS, INC. | $6.3M | 228,030 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 227,162 | Added |
| 22 | Proactive Wealth Strategies LLC | $6.0M | 217,364 | Added |
| 23 | Equitable Holdings, Inc. | $5.9M | 190,963 | Added |
| 24 | Convergence Financial, LLC | $5.9M | 211,236 | Added |
| 25 | Golden State Equity Partners | $5.1M | 184,254 | Added |