| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 298,048 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $10.5M | 207,988 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 144,714 | Added |
| 4 | ROBINSON SMITH WEALTH ADVISORS LLC | $5.2M | 103,592 | Trimmed |
| 5 | YHB Investment Advisors, Inc. | $4.5M | 89,929 | Added |
| 6 | J.W. COLE ADVISORS, INC. | $4.2M | 83,024 | New |
| 7 | Rubicon Advisors, GP | $2.4M | 47,512 | Trimmed |
| 8 | MANCHESTER FINANCIAL INC | $1.7M | 33,627 | Trimmed |
| 9 | Private Advisor Group, LLC | $1.7M | 32,876 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $1.4M | 28,228 | Trimmed |
| 11 | Triumph Capital Management | $1.0M | 20,148 | Added |
| 12 | WETZEL INVESTMENT ADVISORS, INC. | $984,059 | 19,484 | Trimmed |
| 13 | Claro Advisors LLC | $681,673 | 13,497 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $636,377 | 12,600 | Added |
| 15 | Kraft, Davis & Associates, LLC | $575,070 | 11,387 | Added |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | $561,519 | 11,118 | Trimmed |
| 17 | MGO ONE SEVEN LLC | $427,230 | 8,459 | Trimmed |
| 18 | Gladstone Institutional Advisory LLC | $351,955 | 6,969 | Added |
| 19 | Paulson Wealth Management Inc. | $326,370 | 6,462 | Trimmed |
| 20 | SAGESPRING WEALTH PARTNERS, LLC | $312,272 | 6,183 | Trimmed |
| 21 | Atria Investments, Inc | $237,414 | 4,701 | Trimmed |
| 22 | NWF Advisory Services Inc. | $202,024 | 4,000 | Hold |
| 23 | PRIVATE TRUST CO NA | $30,203 | 598 | Added |
| 24 | Cornerstone Wealth Partners, LLC | $0 | 0 | Exited |
| 25 | Farther Finance Advisors, LLC | $0 | 0 | Exited |