| 1 | Mesirow Financial Investment Management, Inc. | $25.9M | 490,514 | Added |
| 2 | Manske Wealth Management | $12.2M | 230,349 | Trimmed |
| 3 | 46 Peaks LLC | $9.3M | 175,486 | Added |
| 4 | Taylor Financial Group, Inc. | $4.3M | 81,670 | Added |
| 5 | Robinswood Financial LLC | $2.4M | 44,991 | Added |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 19,926 | New |
| 7 | Rossmore Private Capital | $1.0M | 18,952 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $806,000 | 15,250 | Added |
| 9 | Private Advisor Group, LLC | $773,562 | 14,640 | Added |
| 10 | Golden State Wealth Management, LLC | $754,163 | 14,272 | Trimmed |
| 11 | Johnson & White Wealth Management, LLC | $640,939 | 12,129 | Added |
| 12 | Gateway Wealth Partners, LLC | $631,191 | 11,945 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $594,792 | 11,256 | Trimmed |
| 14 | Advocate Investing Services LLC | $430,646 | 8,150 | Hold |
| 15 | NBC SECURITIES, INC. | $404,423 | 7,653 | Added |
| 16 | Kestra Advisory Services, LLC | $315,252 | 5,966 | Added |
| 17 | Farther Finance Advisors, LLC | $309,618 | 5,860 | Added |
| 18 | Valtinson Bruner Financial Planning LLC | $223,249 | 4,225 | Hold |
| 19 | GGM Financials LLC | $152,248 | 2,881 | Added |
| 20 | Key Financial Inc | $130,620 | 2,472 | Added |
| 21 | SBI Securities Co., Ltd. | $107,477 | 2,034 | Added |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12,263 | 233 | Hold |
| 23 | Kings Path Partners LLC | $5,284 | 100 | Hold |
| 24 | AE Wealth Management LLC | $4,333 | 82 | New |
| 25 | PRIVATE TRUST CO NA | $528 | 10 | Trimmed |