| 1 | Cambridge Investment Research Advisors, Inc. | $9.7M | 613,614 | Added |
| 2 | PARK NATIONAL CORP /OH/ | $4.3M | 273,302 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 178,018 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $2.1M | 132,668 | New |
| 5 | D.A. DAVIDSON & CO. | $1.3M | 82,806 | Added |
| 6 | Security National Bank | $1.3M | 78,983 | Added |
| 7 | Lauer Wealth, LLC | $1.2M | 72,900 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 74,985 | Trimmed |
| 9 | Gladstone Institutional Advisory LLC | $819,662 | 51,649 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $631,919 | 39,818 | Trimmed |
| 11 | MANCHESTER FINANCIAL INC | $622,946 | 39,253 | Added |
| 12 | Van Diest Capital, LLC | $517,733 | 32,623 | Added |
| 13 | Private Advisor Group, LLC | $459,955 | 28,982 | New |
| 14 | Treasure Coast Financial Planning | $400,813 | 25,256 | Trimmed |
| 15 | Chris Bulman Inc | $369,092 | 23,257 | Trimmed |
| 16 | Crumly & Associates Inc. | $359,979 | 22,683 | Added |
| 17 | Walkner Condon Financial Advisors LLC | $348,045 | 21,931 | Added |
| 18 | PRINCIPAL SECURITIES, INC. | $332,649 | 20,961 | Added |
| 19 | Waterfront Wealth Inc. | $331,075 | 20,500 | Trimmed |
| 20 | Brookstone Capital Management | $327,338 | 20,626 | Trimmed |
| 21 | Focus Financial Network, Inc. | $315,718 | 19,894 | Added |
| 22 | Quad-Cities Investment Group, LLC | $294,481 | 18,556 | Trimmed |
| 23 | Cambridge Advisors Inc. | $271,424 | 17,103 | Added |
| 24 | COLUMBIA ADVISORY PARTNERS LLC | $215,448 | 13,576 | Trimmed |
| 25 | Independent Wealth Network Inc. | $214,547 | 13,519 | Trimmed |