| 1 | LPL Financial LLC | $31.3M | 742,875 | Trimmed |
| 2 | Larson Financial Group LLC | $24.8M | 588,608 | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.9M | 424,872 | Trimmed |
| 4 | Independent Advisor Alliance | $9.9M | 233,731 | New |
| 5 | Breakwater Capital Group | $7.5M | 177,110 | Trimmed |
| 6 | HighPoint Advisor Group LLC | $7.2M | 170,202 | Trimmed |
| 7 | BEACON FINANCIAL PLANNING, INC | $5.6M | 131,997 | Added |
| 8 | Private Advisory Group LLC | $5.5M | 131,409 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $4.2M | 100,471 | Added |
| 10 | Mariner, LLC | $4.1M | 96,196 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.8M | 89,270 | Added |
| 12 | PlanVest Financial, Inc | $3.5M | 83,718 | New |
| 13 | DHJJ Financial Advisors, Ltd. | $3.5M | 82,913 | Added |
| 14 | Intrua Financial, LLC | $3.4M | 81,711 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $3.3M | 77,823 | Added |
| 16 | MORGAN STANLEY | $3.1M | 73,359 | Trimmed |
| 17 | Equitable Holdings, Inc. | $2.2M | 52,372 | Added |
| 18 | Westmount Partners, LLC | $2.2M | 40,000 | New |
| 19 | Fifth Third Securities, Inc. | $2.0M | 48,315 | Added |
| 20 | Cetera Investment Advisers | $2.0M | 46,272 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $1.8M | 43,417 | Added |
| 22 | Royal Bank of Canada | $1.1M | 27,186 | Trimmed |
| 23 | HighTower Advisors, LLC | $945,367 | 22,421 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $910,184 | 21,577 | Trimmed |
| 25 | Golden State Wealth Management, LLC | $899,575 | 21,337 | Added |