| 1 | Avantax Planning Partners, Inc. | $154.6M | 1.9M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $45.2M | 563,226 | Added |
| 3 | Leverty Financial Group, LLC | $27.8M | 345,623 | Added |
| 4 | Beaumont Financial Advisors, LLC | $22.9M | 285,193 | Trimmed |
| 5 | Balance Wealth, LLC | $22.0M | 274,373 | Added |
| 6 | Kestra Advisory Services, LLC | $11.3M | 140,979 | Added |
| 7 | NOVEM GROUP | $10.4M | 128,961 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $10.3M | 127,692 | Added |
| 9 | Crestwood Advisors Group, LLC | $9.6M | 119,383 | Added |
| 10 | DAVENPORT & Co LLC | $7.9M | 98,693 | Added |
| 11 | Private Advisor Group, LLC | $6.8M | 85,107 | Added |
| 12 | MBL Wealth, LLC | $6.0M | 75,077 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 71,941 | Trimmed |
| 14 | CASTLE WEALTH MANAGEMENT LLC | $5.5M | 68,720 | Trimmed |
| 15 | Investment Planning Advisors, Inc. | $5.3M | 65,993 | Added |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $5.1M | 63,776 | Added |
| 17 | D.A. DAVIDSON & CO. | $3.3M | 40,647 | Trimmed |
| 18 | FLAGSHIP WEALTH ADVISORS, LLC | $3.0M | 37,569 | Trimmed |
| 19 | Herold Advisors, Inc. | $2.2M | 27,188 | Added |
| 20 | Ignite Planners, LLC | $1.7M | 21,779 | Trimmed |
| 21 | CORA CAPITAL ADVISORS LLC | $1.7M | 21,429 | Added |
| 22 | Fifth Third Securities, Inc. | $1.6M | 19,297 | Trimmed |
| 23 | First Citizens Financial Corp | $1.5M | 19,053 | Added |
| 24 | Mayflower Financial Advisors, LLC | $1.4M | 17,548 | Trimmed |
| 25 | SFG Wealth Management, LLC. | $1.3M | 15,866 | Hold |