| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $41.0M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $35.0M | 1.7M | Added |
| 3 | AE Wealth Management LLC | $25.0M | 1.2M | Trimmed |
| 4 | Park Edge Advisors, LLC | $16.3M | 772,287 | Added |
| 5 | Insight Wealth Strategies, LLC | $16.0M | 764,328 | Added |
| 6 | PRINCIPAL SECURITIES, INC. | $9.1M | 432,404 | Added |
| 7 | DRIVE WEALTH MANAGEMENT, LLC | $7.9M | 374,924 | Trimmed |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $6.7M | 318,211 | Added |
| 9 | Soltis Investment Advisors LLC | $5.8M | 273,003 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $5.6M | 267,497 | Added |
| 11 | SlateStone Wealth, LLC | $4.9M | 232,405 | Trimmed |
| 12 | Security National Bank | $3.7M | 173,368 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 172,024 | Trimmed |
| 14 | Fifth Third Securities, Inc. | $3.5M | 165,206 | Added |
| 15 | Centennial Wealth Advisory LLC | $2.1M | 99,052 | Added |
| 16 | Pekin Hardy Strauss, Inc. | $2.0M | 96,820 | Trimmed |
| 17 | TD Waterhouse Canada Inc. | $1.1M | 54,500 | Added |
| 18 | Mosley Wealth Management | $1.1M | 51,665 | New |
| 19 | Independent Wealth Advisors LLC | $968,299 | 45,848 | Trimmed |
| 20 | WealthCare Asset Management, LLC | $720,796 | 34,128 | Added |
| 21 | Belpointe Asset Management LLC | $707,122 | 33,481 | Added |
| 22 | Almanack Investment Partners, LLC. | $699,030 | 33,098 | Trimmed |
| 23 | Advisor Resource Council | $671,103 | 32,003 | Added |
| 24 | Cooper Financial Group | $634,107 | 30,024 | Hold |
| 25 | NORDEN GROUP LLC | $614,425 | 29,092 | New |