| 1 | RAYMOND JAMES FINANCIAL INC | $11.6M | 301,861 | Added |
| 2 | OSAIC HOLDINGS, INC. | $10.7M | 278,191 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $9.5M | 248,559 | Trimmed |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.7M | 175,352 | Added |
| 5 | CWM, LLC | $4.8M | 125,378 | Added |
| 6 | KFG WEALTH MANAGEMENT, LLC | $3.9M | 102,110 | Trimmed |
| 7 | Brookstone Capital Management | $3.2M | 82,891 | Trimmed |
| 8 | Foundations Investment Advisors, LLC | $2.9M | 75,739 | Added |
| 9 | IMG Wealth Management, Inc. | $2.5M | 64,111 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 63,043 | Trimmed |
| 11 | Orion Porfolio Solutions, LLC | $2.3M | 60,393 | Added |
| 12 | Arete Wealth Advisors, LLC | $2.2M | 58,380 | Added |
| 13 | Berger Financial Group, Inc | $2.1M | 55,885 | Trimmed |
| 14 | CENTRAL VALLEY ADVISORS, LLC | $2.0M | 51,854 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 48,807 | Added |
| 16 | Allworth Financial LP | $1.8M | 48,288 | Trimmed |
| 17 | AssuredPartners Investment Advisors, LLC | $1.8M | 45,737 | Trimmed |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 45,734 | Added |
| 19 | Cerity Partners LLC | $1.7M | 43,612 | Hold |
| 20 | Chicago Partners Investment Group LLC | $1.3M | 32,647 | Hold |
| 21 | MML INVESTORS SERVICES, LLC | $1.3M | 33,949 | Trimmed |
| 22 | LPL Financial LLC | $1.3M | 32,966 | Trimmed |
| 23 | HighTower Advisors, LLC | $1.2M | 31,600 | Hold |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.2M | 30,990 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 30,013 | Trimmed |