| 1 | WELCH & FORBES LLC | $40.8M | 937,533 | Trimmed |
| 2 | ALTFEST L J & CO INC | $40.6M | 933,490 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $39.5M | 908,936 | Added |
| 4 | Lee Financial Co | $30.2M | 693,567 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $22.5M | 516,831 | Added |
| 6 | Barry Investment Advisors, LLC | $21.9M | 502,343 | Added |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $21.5M | 493,559 | Added |
| 8 | New England Private Wealth Advisors LLC | $14.0M | 311,610 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 296,495 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $10.0M | 229,096 | Added |
| 11 | PARK NATIONAL CORP /OH/ | $9.5M | 217,988 | Added |
| 12 | Private Advisor Group, LLC | $9.4M | 215,208 | Added |
| 13 | Nvest Wealth Strategies, Inc. | $9.2M | 211,073 | Added |
| 14 | Crusonia Wealth Advisors LLC | $8.6M | 197,288 | Trimmed |
| 15 | Ashton Thomas Private Wealth, LLC | $8.5M | 196,225 | Trimmed |
| 16 | New Republic Capital, LLC | $7.7M | 176,687 | Added |
| 17 | CERTUITY, LLC | $7.4M | 170,353 | Added |
| 18 | Focus Financial Network, Inc. | $7.2M | 166,609 | Added |
| 19 | Hobart Private Capital, LLC | $6.7M | 153,868 | Added |
| 20 | APPLETON PARTNERS INC/MA | $5.6M | 128,718 | Trimmed |
| 21 | HBW ADVISORY SERVICES LLC | $5.3M | 121,932 | Added |
| 22 | FLAGSTAR ADVISORS INC | $5.0M | 113,846 | Added |
| 23 | Chicago Partners Investment Group LLC | $4.8M | 107,171 | Added |
| 24 | D.A. DAVIDSON & CO. | $4.7M | 107,097 | Added |
| 25 | BEACON FINANCIAL GROUP | $4.6M | 106,888 | Trimmed |