| 1 | Holistic Financial Partners | $8.6M | 354,226 | Added |
| 2 | Royal Bank of Canada | $7.5M | 308,314 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 220,784 | Added |
| 4 | CreativeOne Wealth, LLC | $4.2M | 174,150 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 112,745 | Added |
| 6 | Cetera Investment Advisers | $2.1M | 85,501 | Added |
| 7 | Farther Finance Advisors, LLC | $1.9M | 76,161 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.7M | 68,530 | Added |
| 9 | Van Diest Capital, LLC | $1.5M | 59,971 | Trimmed |
| 10 | Sanctuary Advisors, LLC | $1.1M | 45,262 | Trimmed |
| 11 | OneDigital Investment Advisors LLC | $1.1M | 44,360 | Trimmed |
| 12 | ARBOR CAPITAL MANAGEMENT INC /ADV | $531,083 | 21,685 | Trimmed |
| 13 | Proactive Wealth Strategies LLC | $377,832 | 15,547 | New |
| 14 | Dynamic Advisor Solutions LLC | $331,579 | 13,643 | Added |
| 15 | Brookwood Investment Group LLC | $308,622 | 12,698 | New |
| 16 | LPL Financial LLC | $216,366 | 8,902 | New |
| 17 | Kestra Advisory Services, LLC | $205,506 | 8,455 | Added |
| 18 | Cassaday & Co Wealth Management LLC | $149,718 | 6,160 | New |
| 19 | Steward Partners Investment Advisory, LLC | $24,353 | 1,002 | Hold |
| 20 | Signature Equity Partners, LLC | $17,913 | 737 | Hold |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16,398 | 673 | New |
| 22 | HARBOUR INVESTMENTS, INC. | $11,180 | 460 | Hold |
| 23 | MORGAN STANLEY | $9,965 | 410 | Added |
| 24 | N.E.W. Advisory Services LLC | $9,199 | 379 | New |
| 25 | US BANCORP \DE\ | $5,031 | 207 | New |