| 1 | Nvest Financial, LLC | $7.3M | 111,105 | Added |
| 2 | Dynamic Advisor Solutions LLC | $3.6M | 54,918 | Trimmed |
| 3 | Eagle Strategies LLC | $3.0M | 45,382 | Trimmed |
| 4 | CoreCap Advisors, LLC | $1.5M | 23,574 | Added |
| 5 | Investors Research Corp | $1.3M | 20,294 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $941,635 | 14,356 | Trimmed |
| 7 | Fifth Third Securities, Inc. | $842,470 | 12,844 | Added |
| 8 | Accel Wealth Management | $768,259 | 11,713 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $695,719 | 10,607 | Added |
| 10 | Huntleigh Advisors, Inc. | $590,072 | 8,996 | Added |
| 11 | Private Advisor Group, LLC | $569,110 | 8,676 | Added |
| 12 | Sovran Advisors, LLC | $563,960 | 8,325 | Trimmed |
| 13 | Investment Planning Advisors, Inc. | $527,626 | 8,044 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $494,000 | 7,534 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $470,572 | 7,174 | Added |
| 16 | HB Wealth Management, LLC | $344,817 | 5,257 | Trimmed |
| 17 | Intentional Wealth Strategies, LLC | $340,950 | 5,198 | Trimmed |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | $294,359 | 4,402 | Trimmed |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $221,285 | 3,374 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $208,316 | 3,163 | New |
| 21 | Farther Finance Advisors, LLC | $161,610 | 2,464 | Trimmed |
| 22 | PRIVATE TRUST CO NA | $12,397 | 189 | Hold |
| 23 | AdvisorNet Financial, Inc | $9,929 | 151 | Added |
| 24 | Robinswood Financial LLC | $7,674 | 117 | Hold |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,280 | 50 | Hold |