| 1 | Cetera Investment Advisers | $19.0M | 523,738 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 241,470 | Trimmed |
| 3 | Tradition Wealth Management, LLC | $4.8M | 133,484 | Trimmed |
| 4 | ODonnell Financial Services, LLC | $4.7M | 129,673 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $4.6M | 127,989 | Trimmed |
| 6 | BFI Wealth Solutions, LLC | $4.3M | 118,475 | Added |
| 7 | Kestra Advisory Services, LLC | $3.8M | 105,078 | Trimmed |
| 8 | RED CRANE WEALTH MANAGEMENT, LLC | $3.8M | 104,976 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.5M | 97,470 | Added |
| 10 | BLAIR WILLIAM & CO/IL | $3.4M | 92,770 | Trimmed |
| 11 | Berkshire Money Management, Inc. | $3.3M | 90,130 | Trimmed |
| 12 | Onyx Bridge Wealth Group LLC | $3.1M | 84,540 | Trimmed |
| 13 | First Commonwealth Financial Corp /PA/ | $2.9M | 80,727 | Trimmed |
| 14 | LPL Financial LLC | $2.5M | 69,315 | Added |
| 15 | Horizon Investments, LLC | $2.3M | 62,316 | New |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.8M | 48,866 | Trimmed |
| 17 | Wood Tarver Financial Group, LLC | $1.5M | 41,814 | Trimmed |
| 18 | HighTower Advisors, LLC | $1.3M | 34,860 | Added |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 31,508 | Added |
| 20 | Diligent Investors, LLC | $1.1M | 29,217 | Trimmed |
| 21 | TopTier Wealth Management, LLC | $1.0M | 27,883 | Trimmed |
| 22 | Advisory Services Network, LLC | $995,715 | 27,468 | Hold |
| 23 | Compass Advisory Group LLC | $982,121 | 27,093 | Hold |
| 24 | Fragasso Financial Advisors Inc | $976,419 | 26,700 | Trimmed |
| 25 | CWM, LLC | $918,140 | 25,328 | Trimmed |