| 1 | Cambridge Investment Research Advisors, Inc. | $18.2M | 435,570 | Added |
| 2 | INVENIO WEALTH PARTNERS LLC | $11.3M | 270,633 | Added |
| 3 | MBL Wealth, LLC | $9.4M | 225,795 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 47,513 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 42,235 | Trimmed |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $1.4M | 33,515 | Trimmed |
| 7 | Bryn Mawr Trust Advisors, LLC | $824,118 | 19,702 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $817,301 | 19,539 | Added |
| 9 | B. Riley Wealth Advisors, Inc. | $666,603 | 16,086 | Trimmed |
| 10 | Private Advisor Group, LLC | $644,226 | 15,401 | Trimmed |
| 11 | Legacy Trust | $639,372 | 15,285 | Hold |
| 12 | Capital Investment Advisory Services, LLC | $573,029 | 13,699 | Added |
| 13 | UNIQUE WEALTH, LLC | $564,872 | 13,504 | New |
| 14 | ADE, LLC | $535,544 | 12,803 | Trimmed |
| 15 | Concurrent Investment Advisors, LLC | $488,449 | 11,677 | Trimmed |
| 16 | WADDELL & ASSOCIATES, LLC | $483,991 | 11,570 | Hold |
| 17 | Strategic Financial Partners, Ltd. | $440,757 | 10,536 | Added |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $412,319 | 9,857 | Trimmed |
| 19 | GeoWealth Management, LLC | $408,960 | 9,777 | Added |
| 20 | J2 Capital Management Inc | $405,500 | 9,694 | Trimmed |
| 21 | J.W. COLE ADVISORS, INC. | $395,284 | 9,450 | New |
| 22 | Gimbal Financial | $389,939 | 9,322 | New |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $347,882 | 8,487 | Added |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $282,630 | 6,757 | Trimmed |
| 25 | TCFG Investment Advisors, LLC | $279,299 | 6,677 | Trimmed |