| 1 | Chicago Partners Investment Group LLC | $17.4M | 192,679 | Added |
| 2 | ARKANSAS FINANCIAL GROUP, INC. | $15.1M | 162,503 | Trimmed |
| 3 | HB Wealth Management, LLC | $4.2M | 45,000 | Hold |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.3M | 35,391 | Trimmed |
| 5 | Envision Financial LLC | $2.0M | 20,984 | Added |
| 6 | Noble Family Wealth, LLC | $1.3M | 14,205 | Hold |
| 7 | NORTHBRIDGE FINANCIAL GROUP, LLC | $1.2M | 12,565 | Trimmed |
| 8 | Camelot Portfolios, LLC | $985,623 | 10,586 | Trimmed |
| 9 | Apollon Wealth Management, LLC | $813,409 | 8,736 | Trimmed |
| 10 | Fifth Third Securities, Inc. | $805,029 | 8,646 | Trimmed |
| 11 | AE Wealth Management LLC | $745,904 | 8,011 | New |
| 12 | Gladstone Institutional Advisory LLC | $718,716 | 7,719 | Added |
| 13 | Kestra Advisory Services, LLC | $713,785 | 7,666 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $618,000 | 6,640 | Added |
| 15 | Wagner Wealth Management, LLC | $521,393 | 5,600 | Trimmed |
| 16 | MISSION WEALTH MANAGEMENT, LP | $451,492 | 4,849 | New |
| 17 | Gemmer Asset Management LLC | $402,768 | 4,326 | Trimmed |
| 18 | Allodium Investment Consultants, LLC | $316,853 | 3,403 | Hold |
| 19 | Whitaker-Myers Wealth Managers, LTD. | $296,142 | 3,181 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $280,410 | 3,012 | Trimmed |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $264,432 | 2,840 | Trimmed |
| 22 | CoreCap Advisors, LLC | $239,386 | 2,571 | Added |
| 23 | Aspect Partners, LLC | $231,751 | 2,489 | Hold |
| 24 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $230,261 | 2,473 | Trimmed |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $104,741 | 1,117 | New |