| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.9M | 1.4M | Trimmed |
| 2 | Bogart Wealth, LLC | $68.6M | 1.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $65.8M | 1.1M | Trimmed |
| 4 | Demars Financial Group, LLC | $47.5M | 776,421 | Added |
| 5 | CITIGROUP INC | $45.7M | 745,845 | Added |
| 6 | Private Advisor Group, LLC | $40.7M | 664,341 | Added |
| 7 | Farther Finance Advisors, LLC | $37.2M | 607,616 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $33.9M | 553,018 | Added |
| 9 | QUATTRO FINANCIAL ADVISORS LLC | $20.7M | 337,860 | Added |
| 10 | Segment Wealth Management, LLC | $18.7M | 305,742 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $17.8M | 291,213 | Trimmed |
| 12 | Mirae Asset Global Investments Co., Ltd. | $17.1M | 280,000 | Trimmed |
| 13 | Gladstone Institutional Advisory LLC | $16.9M | 276,809 | Trimmed |
| 14 | Cyr Financial Inc. | $16.3M | 266,804 | Added |
| 15 | Green Ridge Wealth Planning LLC | $14.0M | 228,719 | Added |
| 16 | Kestra Advisory Services, LLC | $11.7M | 191,225 | Trimmed |
| 17 | JSF Financial, LLC | $11.4M | 186,891 | Added |
| 18 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $10.8M | 176,958 | Added |
| 19 | Vision Retirement, LLC | $10.7M | 174,996 | Added |
| 20 | KPP Advisory Services LLC | $10.6M | 173,685 | Added |
| 21 | PRECEDENT WEALTH PARTNERS, LLC | $10.6M | 173,358 | Trimmed |
| 22 | MGO ONE SEVEN LLC | $9.7M | 158,316 | Added |
| 23 | Concurrent Investment Advisors, LLC | $9.1M | 148,505 | Added |
| 24 | JOHNSON INVESTMENT COUNSEL INC | $9.1M | 148,018 | Trimmed |
| 25 | D.A. DAVIDSON & CO. | $8.5M | 139,502 | Added |