| 1 | FMR LLC | $818.7M | 25.6M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $38.7M | 1.2M | Added |
| 3 | RFG Advisory, LLC | $26.9M | 843,183 | Added |
| 4 | KOM Wealth Management Group, LLC | $13.3M | 415,240 | Added |
| 5 | Evernest Financial Advisors, LLC | $9.6M | 272,082 | Trimmed |
| 6 | MAI Capital Management | $9.6M | 300,014 | Added |
| 7 | Keenan, LLC | $9.3M | 290,052 | Added |
| 8 | MENORA MIVTACHIM HOLDINGS LTD. | $7.0M | 219,125 | Trimmed |
| 9 | Gaddis Premier Wealth Advisors LLC | $6.9M | 214,864 | Added |
| 10 | NOVEM GROUP | $6.6M | 205,593 | New |
| 11 | SAX WEALTH ADVISORS, LLC | $5.9M | 192,881 | Hold |
| 12 | SK Wealth Management, LLC | $5.7M | 174,090 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 126,838 | Added |
| 14 | Clarity Retirement & Wealth, LLC | $3.5M | 110,020 | Added |
| 15 | Retirement Planning Group, LLC | $3.3M | 103,645 | Added |
| 16 | JPMORGAN CHASE & CO | $3.2M | 103,755 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 98,149 | Added |
| 18 | Advyzon Investment Management, LLC | $2.9M | 90,566 | New |
| 19 | MFA Wealth Services | $2.4M | 74,752 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.1M | 65,411 | Added |
| 21 | Cetera Investment Advisers | $2.0M | 61,638 | Added |
| 22 | Per Stirling Capital Management, LLC. | $1.8M | 57,805 | New |
| 23 | PRINCIPAL SECURITIES, INC. | $1.8M | 57,625 | Added |
| 24 | M Holdings Securities, Inc. | $1.8M | 49,830 | Added |
| 25 | DAHRING | CUSMANO LLC | $1.8M | 55,908 | New |