| 1 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 1.5M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $34.2M | 1.2M | Trimmed |
| 3 | SageGuard Financial Group, LLC | $8.3M | 279,901 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $7.2M | 243,566 | Added |
| 5 | Kestra Advisory Services, LLC | $5.9M | 199,290 | Added |
| 6 | Miracle Mile Advisors, LLC | $5.2M | 174,919 | Added |
| 7 | Traynor Capital Management, Inc. | $4.3M | 145,534 | Trimmed |
| 8 | Financial Partners Group, Inc | $4.3M | 145,120 | Trimmed |
| 9 | Maltin Wealth Management, Inc. | $3.4M | 113,515 | Trimmed |
| 10 | Jacobi Capital Management LLC | $3.1M | 106,348 | Added |
| 11 | Yoder Wealth Management, Inc. | $3.0M | 101,016 | Trimmed |
| 12 | Wealth Quarterback LLC | $3.0M | 100,204 | Added |
| 13 | PARK AVENUE SECURITIES LLC | $3.0M | 100,060 | Added |
| 14 | Beaumont Financial Advisors, LLC | $1.9M | 64,171 | Added |
| 15 | LYNCH & ASSOCIATES/IN | $1.8M | 61,490 | Added |
| 16 | CITIGROUP INC | $1.8M | 59,367 | Added |
| 17 | Financial Perspectives, Inc | $1.7M | 56,604 | Trimmed |
| 18 | Bravias Capital Group, LLC | $1.5M | 52,061 | Added |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 46,266 | Added |
| 20 | PENOBSCOT WEALTH MANAGEMENT | $1.3M | 45,112 | Added |
| 21 | Glass Jacobson Investment Advisors llc | $1.2M | 41,964 | Added |
| 22 | Merit Financial Group, LLC | $1.2M | 41,483 | Added |
| 23 | Smith Salley Wealth Management | $1.2M | 41,076 | Trimmed |
| 24 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.2M | 39,350 | Hold |
| 25 | SHEETS SMITH WEALTH MANAGEMENT | $1.1M | 38,847 | Hold |