| 1 | Key Financial Inc | $8.7M | 367,608 | Added |
| 2 | Financial Solutions Advisory Group, Inc. | $8.1M | 343,679 | New |
| 3 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 190,052 | Added |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $4.4M | 184,560 | Added |
| 5 | Avior Wealth Management, LLC | $4.1M | 171,608 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 131,780 | Added |
| 7 | Asset Dedication, LLC | $3.0M | 124,958 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 110,974 | Added |
| 9 | Kathmere Capital Management, LLC | $2.5M | 105,642 | Added |
| 10 | Legacy Private Trust Co. | $2.4M | 99,784 | Added |
| 11 | SIGNATUREFD, LLC | $2.1M | 90,102 | Hold |
| 12 | Paulson Wealth Management Inc. | $1.8M | 77,726 | Trimmed |
| 13 | Cornerstone Wealth Management, LLC | $1.8M | 75,529 | Added |
| 14 | Kestra Advisory Services, LLC | $1.7M | 72,726 | Added |
| 15 | Farnam Financial LLC | $1.5M | 62,710 | Added |
| 16 | MISSION WEALTH MANAGEMENT, LP | $1.5M | 62,477 | New |
| 17 | Clark Asset Management, LLC | $1.5M | 61,999 | Added |
| 18 | Private Advisor Group, LLC | $1.3M | 54,416 | Added |
| 19 | OLD SECOND NATIONAL BANK OF AURORA | $1.2M | 50,354 | Added |
| 20 | Garrett Wealth Advisory Group, LLC | $1.2M | 49,731 | New |
| 21 | Astoria Portfolio Advisors LLC. | $1.1M | 47,872 | Trimmed |
| 22 | River Street Advisors LLC | $1.1M | 46,314 | Added |
| 23 | Accurate Wealth Management, LLC | $1.0M | 42,563 | Added |
| 24 | Jacobi Capital Management LLC | $987,873 | 41,788 | Added |
| 25 | LANDAAS & CO /WI /ADV | $973,164 | 41,166 | Added |