| 1 | WEALTH MANAGEMENT RESOURCES, INC. | $13.1M | 284,437 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 166,293 | Trimmed |
| 3 | Brickley Wealth Management | $5.6M | 121,953 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.4M | 96,564 | Added |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | $3.0M | 64,384 | Trimmed |
| 6 | Armbruster Capital Management, Inc. | $2.0M | 42,800 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 41,711 | Trimmed |
| 8 | Burns Matteson Capital Management, LLC | $1.4M | 30,570 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $1.3M | 28,350 | Trimmed |
| 10 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.0M | 22,399 | Hold |
| 11 | Apollon Wealth Management, LLC | $1.0M | 21,870 | Trimmed |
| 12 | XY Planning Network, Inc. | $906,087 | 19,680 | Added |
| 13 | MFA Wealth Services | $888,943 | 19,308 | Added |
| 14 | Private Advisor Group, LLC | $802,523 | 17,431 | Trimmed |
| 15 | Leelyn Smith, LLC | $683,602 | 14,848 | Hold |
| 16 | Concurrent Investment Advisors, LLC | $559,704 | 12,157 | Added |
| 17 | ADAMSBROWN WEALTH CONSULTANTS LLC | $457,745 | 9,942 | Added |
| 18 | Opulen Financial Group LLC | $345,295 | 7,500 | Added |
| 19 | D.A. DAVIDSON & CO. | $344,748 | 7,488 | Hold |
| 20 | High Net Worth Advisory Group LLC | $327,963 | 7,123 | Trimmed |
| 21 | CITIGROUP INC | $319,333 | 6,936 | New |
| 22 | CHOREO, LLC | $312,892 | 6,796 | Added |
| 23 | FIRST CITIZENS BANK & TRUST CO | $299,812 | 6,512 | Trimmed |
| 24 | Clear Creek Financial Management, LLC | $262,152 | 5,694 | Added |
| 25 | Fortune Financial Advisors, LLC | $246,245 | 5,348 | Trimmed |