| 1 | AFFINITY WEALTH MANAGEMENT LLC | $40.3M | 629,151 | Trimmed |
| 2 | MEITAV INVESTMENT HOUSE LTD | $38.2M | 596,431 | Hold |
| 3 | Annex Advisory Services, LLC | $33.8M | 528,466 | New |
| 4 | Wealthcare Advisory Partners LLC | $11.3M | 175,887 | Added |
| 5 | Carmel Capital Management L.L.C. | $11.1M | 173,445 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 102,046 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.0M | 77,948 | Added |
| 8 | Kestra Advisory Services, LLC | $4.8M | 75,233 | Trimmed |
| 9 | TKG Advisors, LLC | $4.7M | 74,188 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 67,623 | Trimmed |
| 11 | Sage Advisory Services, Ltd.Co. | $4.3M | 66,585 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $3.8M | 58,826 | Trimmed |
| 13 | Harbor Asset Planning, Inc. | $3.6M | 55,570 | Added |
| 14 | G&S Capital LLC | $3.5M | 54,724 | Added |
| 15 | Treasure Coast Financial Planning | $2.7M | 41,755 | Added |
| 16 | Choice Wealth Advisors, LLC | $2.6M | 40,303 | Trimmed |
| 17 | ACCESS FINANCIAL SERVICES, INC. | $2.0M | 30,975 | Trimmed |
| 18 | FDx Advisors, Inc. | $1.9M | 29,959 | Trimmed |
| 19 | Friedenthal Financial | $1.8M | 27,621 | Added |
| 20 | Walker Asset Management, LLC | $1.6M | 24,572 | Added |
| 21 | Burns Matteson Capital Management, LLC | $1.5M | 24,044 | Trimmed |
| 22 | Nova Wealth Management, Inc. | $1.5M | 22,846 | Trimmed |
| 23 | Clear Creek Financial Management, LLC | $1.2M | 19,464 | Added |
| 24 | TRUIST FINANCIAL CORP | $866,876 | 13,546 | Trimmed |
| 25 | BRIAN LOW FINANCIAL GROUP, LLC | $849,880 | 13,280 | Added |