| 1 | CENTRAL TRUST Co | $37.3M | 736,977 | Trimmed |
| 2 | ALTFEST L J & CO INC | $14.4M | 284,363 | Added |
| 3 | AE Wealth Management LLC | $8.8M | 174,533 | Added |
| 4 | Mid-American Wealth Advisory Group, Inc. | $8.7M | 171,345 | Trimmed |
| 5 | Fermata Advisors, LLC | $8.2M | 162,273 | Added |
| 6 | Sovran Advisors, LLC | $7.9M | 163,290 | Added |
| 7 | Yoder Wealth Management, Inc. | $6.0M | 118,266 | Added |
| 8 | Ares Financial Consulting, LLC | $3.5M | 68,277 | Added |
| 9 | Focus Financial Network, Inc. | $2.6M | 52,185 | Added |
| 10 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.9M | 36,825 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 34,427 | Added |
| 12 | Vanguard Capital Wealth Advisors | $1.5M | 29,038 | Added |
| 13 | SteelPeak Wealth, LLC | $1.3M | 25,462 | Added |
| 14 | Torren Management, LLC | $1.0M | 20,406 | Trimmed |
| 15 | Dynamic Advisor Solutions LLC | $933,125 | 18,423 | Added |
| 16 | IRON Financial LLC | $670,681 | 13,241 | Trimmed |
| 17 | Atria Investments, Inc | $641,026 | 12,656 | New |
| 18 | B.O.S.S. Retirement Advisors, LLC | $575,463 | 11,362 | New |
| 19 | Private Advisor Group, LLC | $419,675 | 8,286 | Trimmed |
| 20 | Elevated Capital Advisors, LLC | $374,834 | 7,400 | Added |
| 21 | Avior Wealth Management, LLC | $307,502 | 6,071 | Added |
| 22 | Baker Ellis Asset Management LLC | $289,212 | 5,710 | Added |
| 23 | Kastel Capital Advisors, LLC | $265,144 | 5,196 | Added |
| 24 | United Advisor Group, LLC | $253,250 | 5,000 | Hold |
| 25 | Modera Wealth Management, LLC | $240,924 | 4,757 | Hold |