| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $47.9M | 701,383 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $36.5M | 534,296 | Added |
| 3 | Campbell Deegan Wealth Management, LLC | $23.1M | 337,359 | Added |
| 4 | AE Wealth Management LLC | $14.7M | 215,183 | Added |
| 5 | Kestra Advisory Services, LLC | $11.8M | 172,164 | Trimmed |
| 6 | GFG Capital, LLC | $6.9M | 100,671 | Trimmed |
| 7 | KENNEDY INVESTMENT GROUP | $6.6M | 96,159 | New |
| 8 | Mechanics Bank Trust Department | $6.4M | 93,546 | Added |
| 9 | Abundance Wealth Counselors | $6.2M | 91,006 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $4.8M | 70,522 | Added |
| 11 | Weaver Consulting Group | $2.9M | 42,778 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.1M | 30,954 | Trimmed |
| 13 | Strategic Blueprint, LLC | $2.0M | 29,270 | Added |
| 14 | Tempus Wealth Planning, LLC | $1.5M | 22,081 | Trimmed |
| 15 | J.W. COLE ADVISORS, INC. | $1.3M | 19,522 | New |
| 16 | Sequent Asset Management, LLC | $1.2M | 17,010 | Hold |
| 17 | Envestnet Portfolio Solutions, Inc. | $1.0M | 15,281 | Added |
| 18 | Roxbury Financial LLC | $1.0M | 15,230 | Added |
| 19 | Security Financial Services, INC. | $928,058 | 13,581 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $787,555 | 11,228 | Added |
| 21 | Smart Money Group LLC | $776,478 | 11,363 | Trimmed |
| 22 | Cullen/Frost Bankers, Inc. | $705,509 | 10,324 | Added |
| 23 | Avidian Wealth Enterprises, LLC | $622,634 | 9,111 | Trimmed |
| 24 | Buttonwood Financial Group, LLC | $614,194 | 8,988 | Added |
| 25 | Westside Investment Management, Inc. | $577,091 | 8,445 | Trimmed |