| 1 | PRECEDENT WEALTH PARTNERS, LLC | $17.7M | 541,614 | Added |
| 2 | Capasso Planning Partners LLC | $2.4M | 74,404 | New |
| 3 | Kestra Advisory Services, LLC | $2.0M | 60,299 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 58,018 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 33,953 | Trimmed |
| 6 | Atria Investments, Inc | $973,964 | 29,814 | Trimmed |
| 7 | Mariner, LLC | $973,964 | 29,814 | Trimmed |
| 8 | Madrona Financial Services, LLC | $854,530 | 26,158 | Hold |
| 9 | Clear Creek Financial Management, LLC | $785,665 | 24,050 | Added |
| 10 | HBW ADVISORY SERVICES LLC | $554,997 | 16,989 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $537,258 | 16,446 | Added |
| 12 | AE Wealth Management LLC | $491,163 | 15,035 | Hold |
| 13 | Pinnacle Financial Partners, Inc. | $491,098 | 15,033 | Hold |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $442,292 | 13,539 | Trimmed |
| 15 | Legacy Capital Wealth Partners, LLC | $431,544 | 13,210 | Hold |
| 16 | LPL Financial LLC | $409,265 | 12,528 | Hold |
| 17 | OLD MISSION CAPITAL LLC | $397,112 | 12,156 | Added |
| 18 | Capital Analysts, LLC | $379,000 | 11,593 | Added |
| 19 | Americana Partners, LLC | $373,167 | 11,423 | Trimmed |
| 20 | Cetera Investment Advisers | $356,539 | 10,914 | Trimmed |
| 21 | Buck Wealth Strategies, LLC | $339,747 | 10,400 | Trimmed |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $316,945 | 9,702 | Hold |
| 23 | JANE STREET GROUP, LLC | $302,473 | 9,259 | Trimmed |
| 24 | Commonwealth Financial Services, LLC | $293,685 | 8,990 | Hold |
| 25 | Cambridge Investment Research Advisors, Inc. | $280,000 | 8,580 | Trimmed |