| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $106.4M | 2.7M | Added |
| 2 | CITIGROUP INC | $72.2M | 1.8M | New |
| 3 | Independence Financial Advisors, LLC | $26.9M | 671,110 | Trimmed |
| 4 | Sowa Financial Group, Inc. | $26.3M | 656,484 | Added |
| 5 | Kestra Advisory Services, LLC | $11.2M | 278,280 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $11.1M | 276,694 | Added |
| 7 | Advisory Resource Group | $9.0M | 225,693 | Added |
| 8 | J.W. COLE ADVISORS, INC. | $5.4M | 135,369 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 93,705 | Added |
| 10 | FCG Investment Co | $3.3M | 81,415 | Trimmed |
| 11 | Processus Wealth & Capital Management, LLC | $3.0M | 73,794 | Trimmed |
| 12 | PRINCIPAL SECURITIES, INC. | $1.9M | 47,317 | Added |
| 13 | JAMES INVESTMENT RESEARCH, INC. | $1.4M | 33,939 | Added |
| 14 | LYNCH & ASSOCIATES/IN | $1.3M | 33,092 | New |
| 15 | SUMMIT WEALTH GROUP LLC / CO | $1.3M | 31,397 | Added |
| 16 | JFS WEALTH ADVISORS, LLC | $963,136 | 24,024 | Added |
| 17 | CRA Financial Services, LLC | $917,991 | 22,898 | Added |
| 18 | Harbor Asset Planning, Inc. | $828,563 | 20,668 | Added |
| 19 | Ball & Co Wealth Management Inc. | $796,000 | 19,864 | Trimmed |
| 20 | Alchemi Wealth, LLC | $737,255 | 18,390 | Trimmed |
| 21 | PKS Advisory Services, LLC | $627,343 | 15,648 | Trimmed |
| 22 | WARNER FINANCIAL, INC | $612,297 | 15,273 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $541,292 | 13,257 | Added |
| 24 | SpringVest Wealth Management LLC | $459,752 | 11,468 | New |
| 25 | Roxbury Financial LLC | $452,005 | 11,275 | Added |