| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 797,392 | Added |
| 2 | Rossby Financial, LCC | $33.6M | 395,225 | Added |
| 3 | North Berkeley Wealth Management, LLC | $9.9M | 116,086 | Added |
| 4 | ST GERMAIN D J CO INC | $9.0M | 105,970 | Added |
| 5 | TOMPKINS FINANCIAL CORP | $5.9M | 69,588 | New |
| 6 | Gateway Wealth Partners, LLC | $5.8M | 68,233 | Trimmed |
| 7 | MGO ONE SEVEN LLC | $5.2M | 60,733 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.0M | 34,818 | Added |
| 9 | PFG Investments, LLC | $2.3M | 26,622 | Added |
| 10 | Mountain Capital Investment Advisors Inc. | $1.9M | 22,323 | New |
| 11 | WEALTHGARDEN F.S. LLC | $1.9M | 22,274 | Added |
| 12 | Private Advisor Group, LLC | $1.7M | 20,250 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 19,413 | Added |
| 14 | A&I FINANCIAL SERVICES, LLC | $1.6M | 19,287 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $1.4M | 16,978 | Added |
| 16 | BASSO CAPITAL MANAGEMENT, L.P. | $694,384 | 8,168 | New |
| 17 | Kondo Wealth Advisors, Inc. | $683,487 | 8,039 | Trimmed |
| 18 | Sequoia Financial Advisors, LLC | $644,482 | 7,581 | New |
| 19 | Archer Investment Management, LLC | $598,064 | 7,035 | Trimmed |
| 20 | Bensler, LLC | $543,146 | 6,389 | New |
| 21 | Bond & Devick Financial Network, Inc. | $371,335 | 4,368 | New |
| 22 | Conrad Siegel Investment Advisors, Inc. | $285,708 | 3,361 | Trimmed |
| 23 | LINCOLN CAPITAL CORP | $280,372 | 3,298 | Hold |
| 24 | Scott Capital Advisors, LLC | $253,841 | 2,986 | New |
| 25 | Atria Investments, Inc | $238,121 | 2,801 | New |