| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $179.5M | 3.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $125.2M | 2.4M | Added |
| 3 | Atria Investments, Inc | $39.5M | 746,717 | Trimmed |
| 4 | Advocacy Wealth Management, LLC | $32.6M | 616,638 | Added |
| 5 | Kestra Advisory Services, LLC | $25.6M | 485,327 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $18.8M | 355,308 | Added |
| 7 | GEN Financial Management, INC. | $15.7M | 297,441 | Trimmed |
| 8 | Prasad Wealth Partners, LLC | $10.5M | 197,968 | Added |
| 9 | Farther Finance Advisors, LLC | $9.8M | 184,870 | Trimmed |
| 10 | APPLETON PARTNERS INC/MA | $8.8M | 166,023 | New |
| 11 | Bravera Wealth | $8.7M | 164,967 | Added |
| 12 | Provident Wealth Management, LLC | $8.6M | 163,496 | Trimmed |
| 13 | FSA WEALTH PARTNERS, INC. | $7.1M | 133,818 | Added |
| 14 | Evergreen Private Wealth LLC | $6.7M | 126,854 | Added |
| 15 | Laurel Wealth Planning LLC | $5.2M | 98,015 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.5M | 85,829 | Added |
| 17 | Trademark Financial Management, LLC | $4.5M | 85,635 | Added |
| 18 | Fortitude Financial, LLC | $4.2M | 79,495 | Trimmed |
| 19 | Emerald Advisors, LLC | $3.4M | 64,562 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $3.3M | 62,141 | New |
| 21 | NOVEM GROUP | $3.0M | 57,696 | Trimmed |
| 22 | AE Wealth Management LLC | $2.9M | 54,633 | Added |
| 23 | Wealthcare Advisory Partners LLC | $2.1M | 39,609 | Added |
| 24 | MONEY CONCEPTS CAPITAL CORP | $2.1M | 39,373 | Added |
| 25 | Kuhn & Co Investment Counsel | $2.1M | 38,916 | Hold |