| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.6M | 1.7M | Added |
| 2 | Towneley Capital Management, Inc / DE | $37.2M | 1.1M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $33.7M | 1.0M | Trimmed |
| 4 | Leisure Capital Management | $18.6M | 571,337 | Added |
| 5 | Golden State Wealth Management, LLC | $14.0M | 431,368 | Trimmed |
| 6 | Private Advisor Group, LLC | $12.8M | 395,699 | Trimmed |
| 7 | Archford Capital Strategies, LLC | $12.2M | 374,455 | Added |
| 8 | Wealthcare Advisory Partners LLC | $12.1M | 371,874 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $10.7M | 329,926 | Added |
| 10 | Lantz Financial LLC | $8.9M | 274,193 | Added |
| 11 | Kestra Advisory Services, LLC | $7.8M | 241,196 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 198,819 | Trimmed |
| 13 | Worth Financial Advisory Group, LLC | $6.4M | 196,306 | New |
| 14 | Joel Isaacson & Co., LLC | $5.2M | 161,375 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $4.8M | 149,328 | Added |
| 16 | TRANSCEND CAPITAL ADVISORS, LLC | $3.5M | 109,318 | Trimmed |
| 17 | Associated Banc-Corp | $3.1M | 96,238 | Added |
| 18 | BENJAMIN EDWARDS INC | $2.8M | 85,573 | Added |
| 19 | Copper Harbor Investment Advisors, LLC | $2.6M | 81,276 | New |
| 20 | TRUIST FINANCIAL CORP | $2.4M | 74,404 | Added |
| 21 | Provident Wealth Management, LLC | $2.1M | 65,619 | Trimmed |
| 22 | Walsh & Associates, LLC | $1.8M | 54,015 | Added |
| 23 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.4M | 43,000 | New |
| 24 | MOODY NATIONAL BANK TRUST DIVISION | $1.2M | 38,137 | Added |
| 25 | OPPENHEIMER & CO INC | $1.2M | 37,583 | Added |