| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $21.6M | 591,363 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $21.5M | 588,306 | Added |
| 3 | Liberty Atlantic Advisors LLC | $17.0M | 466,984 | Added |
| 4 | AE Wealth Management LLC | $14.7M | 403,431 | Added |
| 5 | Pinnacle Wealth Management Group, Inc. | $9.3M | 253,635 | Added |
| 6 | Chicago Partners Investment Group LLC | $7.6M | 216,201 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $7.0M | 192,601 | Added |
| 8 | Holos Integrated Wealth LLC | $5.9M | 167,106 | Added |
| 9 | Triumph Capital Management | $5.3M | 144,096 | Added |
| 10 | Brookstone Capital Management | $4.9M | 134,748 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $4.5M | 124,146 | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $4.3M | 117,797 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.1M | 112,313 | Added |
| 14 | Outlook Wealth Advisors, LLC | $3.9M | 106,513 | Added |
| 15 | Kestra Advisory Services, LLC | $3.8M | 104,432 | Trimmed |
| 16 | WINNOW WEALTH LLC | $3.6M | 98,090 | Trimmed |
| 17 | Southland Equity Partners LLC | $3.4M | 93,918 | Added |
| 18 | Diligent Investors, LLC | $2.7M | 74,329 | Trimmed |
| 19 | Worth Financial Advisory Group, LLC | $2.5M | 68,350 | New |
| 20 | October Effect Ltd | $2.4M | 66,340 | Trimmed |
| 21 | YARGER WEALTH STRATEGIES, LLC | $2.3M | 63,629 | Added |
| 22 | Signal Advisors Wealth, LLC | $1.7M | 47,552 | Added |
| 23 | RFG Advisory, LLC | $1.3M | 36,317 | Trimmed |
| 24 | BEACON FINANCIAL GROUP | $1.1M | 29,809 | Added |
| 25 | EverSource Wealth Advisors, LLC | $1.1M | 29,300 | Hold |