| 1 | Cambridge Investment Research Advisors, Inc. | $22.6M | 122,186 | Added |
| 2 | HUB Investment Partners, LLC | $15.7M | 84,798 | Added |
| 3 | Members Advisory Group LLC | $14.8M | 80,007 | Trimmed |
| 4 | Systelligence, LLC | $14.7M | 79,315 | Trimmed |
| 5 | FAGAN ASSOCIATES, INC. | $13.9M | 75,104 | Trimmed |
| 6 | INTACT INVESTMENT MANAGEMENT INC. | $13.5M | 73,266 | Hold |
| 7 | Onyx Bridge Wealth Group LLC | $6.1M | 33,003 | Trimmed |
| 8 | ARQ WEALTH ADVISORS, LLC | $4.7M | 25,173 | Added |
| 9 | Roundview Capital LLC | $3.5M | 19,166 | Trimmed |
| 10 | NWAM LLC | $2.8M | 15,123 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 13,965 | Added |
| 12 | AdvisorNet Financial, Inc | $2.1M | 11,127 | Trimmed |
| 13 | MERIDIAN INVESTMENT COUNSEL INC. | $1.8M | 9,971 | Trimmed |
| 14 | Compound Planning, Inc. | $1.2M | 6,427 | Trimmed |
| 15 | ARCADIA INVESTMENT ADVISORS LLC | $899,379 | 4,867 | Hold |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $804,337 | 4,352 | Trimmed |
| 17 | PERRYMAN FINANCIAL ADVISORY INC /AD | $795,732 | 4,306 | Added |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $767,375 | 4,153 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $594,790 | 3,219 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $429,171 | 2,312 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $391,191 | 2,117 | Added |
| 22 | BlueChip Wealth Advisors LLC | $388,800 | 2,104 | Trimmed |
| 23 | Creekside Partners | $325,602 | 1,762 | Hold |
| 24 | Fifth Third Securities, Inc. | $323,015 | 1,748 | New |
| 25 | PRIVATE TRUST CO NA | $272,059 | 1,472 | Added |