| 1 | INTEGRAL INVESTMENT ADVISORS, INC. | $16.0M | 300,336 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 108,092 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 89,415 | Trimmed |
| 4 | Hardworking Capital Advisors, LLC | $4.0M | 74,926 | Trimmed |
| 5 | My Personal CFO, LLC | $3.6M | 68,328 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.2M | 60,068 | Added |
| 7 | Maltin Wealth Management, Inc. | $2.0M | 37,494 | Hold |
| 8 | HB Wealth Management, LLC | $1.9M | 34,779 | Added |
| 9 | Southland Equity Partners LLC | $1.6M | 30,908 | Trimmed |
| 10 | TopTier Wealth Management, LLC | $1.5M | 28,432 | Trimmed |
| 11 | Spire Wealth Management | $1.4M | 26,648 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $1.4M | 25,943 | Trimmed |
| 13 | Lantz Financial LLC | $1.2M | 22,894 | Added |
| 14 | Valtinson Bruner Financial Planning LLC | $1.2M | 22,836 | Hold |
| 15 | SIGNATUREFD, LLC | $1.2M | 22,595 | Trimmed |
| 16 | DHJJ Financial Advisors, Ltd. | $1.2M | 21,892 | Added |
| 17 | Brookstone Capital Management | $1.1M | 21,542 | Added |
| 18 | Atria Investments, Inc | $1.1M | 21,392 | Trimmed |
| 19 | Berkshire Money Management, Inc. | $1.1M | 21,374 | Hold |
| 20 | FORONJY FINANCIAL LLC | $1.0M | 19,184 | Added |
| 21 | Strategic Blueprint, LLC | $931,198 | 17,484 | Trimmed |
| 22 | CORRADO ADVISORS, LLC | $838,526 | 15,744 | Added |
| 23 | City Center Advisors, LLC | $831,016 | 15,603 | Trimmed |
| 24 | Outlook Wealth Advisors, LLC | $797,116 | 14,967 | Trimmed |
| 25 | PRINCIPAL SECURITIES, INC. | $728,650 | 13,681 | Added |