| 1 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 446,264 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 367,410 | Added |
| 3 | Holos Integrated Wealth LLC | $9.9M | 198,581 | Added |
| 4 | Kestra Advisory Services, LLC | $5.4M | 106,845 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.0M | 80,246 | Trimmed |
| 6 | Merkkuri Wealth Advisors LLC | $3.0M | 60,605 | New |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 53,614 | Added |
| 8 | Koshinski Asset Management, Inc. | $2.2M | 43,768 | Added |
| 9 | B. Riley Wealth Advisors, Inc. | $2.2M | 42,931 | Added |
| 10 | Grey Ledge Advisors, LLC | $1.9M | 37,731 | Added |
| 11 | Great Lakes Retirement, Inc. | $1.7M | 34,745 | Added |
| 12 | Clearwave Capital, LLC | $1.6M | 32,240 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 23,660 | Added |
| 14 | Lakeridge Wealth Management LLC | $1.1M | 21,293 | Added |
| 15 | Centurion Wealth Management LLC | $900,150 | 17,956 | Trimmed |
| 16 | NORRIS PERNE & FRENCH LLP/MI | $851,089 | 16,978 | Added |
| 17 | Farther Finance Advisors, LLC | $847,853 | 16,913 | Trimmed |
| 18 | RESOLUTE CAPITAL, LLC | $830,958 | 16,576 | Added |
| 19 | Hoxton Planning & Management, LLC | $815,110 | 16,260 | Added |
| 20 | Soltis Investment Advisors LLC | $614,393 | 12,256 | Hold |
| 21 | PRIMORIS WEALTH ADVISORS, LLC | $551,430 | 11,000 | New |
| 22 | McGlone Suttner Wealth Management, Inc. | $487,217 | 9,719 | Trimmed |
| 23 | United Advisor Group, LLC | $464,767 | 9,237 | Added |
| 24 | Indivisible Partners | $351,461 | 7,011 | New |
| 25 | Opus Financial Solutions LLC | $341,235 | 6,807 | Trimmed |