| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $61.2M | 2.1M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $55.3M | 1.9M | Added |
| 3 | Kestra Advisory Services, LLC | $40.5M | 1.4M | Added |
| 4 | PINNACLE ASSOCIATES LTD | $25.1M | 852,753 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 851,604 | Trimmed |
| 6 | Prospera Financial Services Inc | $21.0M | 714,319 | Added |
| 7 | Merit Financial Group, LLC | $21.0M | 713,832 | Trimmed |
| 8 | PARK NATIONAL CORP /OH/ | $20.9M | 711,228 | Added |
| 9 | ADAMSBROWN WEALTH CONSULTANTS LLC | $20.2M | 686,102 | Added |
| 10 | Second Half Financial Partners, LLC | $18.5M | 628,118 | Hold |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 517,800 | Added |
| 12 | Beaumont Financial Advisors, LLC | $14.9M | 506,641 | Added |
| 13 | Cooper Capital Advisors LLC | $14.3M | 486,689 | Added |
| 14 | Clarus Group, Inc. | $12.5M | 425,643 | Trimmed |
| 15 | Summit Financial Wealth Advisors, LLC | $12.0M | 406,865 | Added |
| 16 | Private Advisor Group, LLC | $10.8M | 366,388 | Added |
| 17 | Concurrent Investment Advisors, LLC | $10.7M | 362,301 | Added |
| 18 | Farther Finance Advisors, LLC | $10.6M | 360,184 | Added |
| 19 | Echo Wealth Management, LLC | $9.7M | 330,875 | Added |
| 20 | Luken Investment Analytics, LLC | $8.6M | 293,324 | Trimmed |
| 21 | PRINCIPAL SECURITIES, INC. | $8.5M | 289,620 | Added |
| 22 | ARQ WEALTH ADVISORS, LLC | $8.5M | 294,973 | Added |
| 23 | Atlas Private Wealth Advisors | $8.4M | 284,512 | Trimmed |
| 24 | Aurora Private Wealth, Inc. | $7.6M | 257,278 | Added |
| 25 | RFG Advisory, LLC | $7.6M | 257,160 | Added |