| 1 | Friedenthal Financial | $5.1M | 130,830 | Added |
| 2 | Maltin Wealth Management, Inc. | $3.8M | 98,546 | Added |
| 3 | Courage Miller Partners, LLC | $1.9M | 50,140 | Trimmed |
| 4 | Merit Financial Group, LLC | $1.7M | 44,039 | Trimmed |
| 5 | MEITAV INVESTMENT HOUSE LTD | $1.3M | 32,715 | Hold |
| 6 | Cambridge Investment Research Advisors, Inc. | $988,000 | 25,578 | Added |
| 7 | Peak Financial Management, Inc. | $950,752 | 24,604 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $922,622 | 23,877 | Trimmed |
| 9 | McKinley Carter Wealth Services, Inc. | $801,368 | 20,739 | Hold |
| 10 | Private Advisor Group, LLC | $770,908 | 19,951 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $499,723 | 12,933 | Trimmed |
| 12 | Hartford Financial Management Inc. | $444,367 | 11,500 | Hold |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $427,187 | 11,055 | Trimmed |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $412,489 | 10,675 | Trimmed |
| 15 | Walker Asset Management, LLC | $370,988 | 9,601 | Added |
| 16 | First Heartland Consultants, Inc. | $292,741 | 7,576 | Trimmed |
| 17 | Envestnet Portfolio Solutions, Inc. | $266,813 | 6,905 | New |
| 18 | Yoder Wealth Management, Inc. | $234,510 | 6,069 | Trimmed |
| 19 | Planning Strategies Inc. | $232,771 | 6,024 | New |
| 20 | Key Financial Inc | $116,308 | 3,010 | Hold |
| 21 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $54,923 | 1,421 | Hold |
| 22 | OAKWORTH CAPITAL, INC. | $39,413 | 1,020 | Hold |
| 23 | Buck Wealth Strategies, LLC | $38,641 | 1,000 | New |
| 24 | Allied Private Wealth LLC | $32,605 | 858 | New |
| 25 | AE Wealth Management LLC | $23,957 | 620 | Hold |