| 1 | DAVIDSON INVESTMENT ADVISORS | $39.0M | 156,341 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $30.3M | 121,540 | Added |
| 3 | ANDERSON HOAGLAND & CO | $27.4M | 109,865 | Trimmed |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.0M | 104,019 | Trimmed |
| 5 | Systelligence, LLC | $23.3M | 93,485 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $21.0M | 84,133 | Trimmed |
| 7 | WIN ADVISORS, INC | $13.4M | 53,521 | Trimmed |
| 8 | Financial Partners Group, Inc | $13.3M | 53,315 | Added |
| 9 | CABOT WEALTH MANAGEMENT INC | $12.5M | 50,284 | Trimmed |
| 10 | Armbruster Capital Management, Inc. | $11.9M | 47,516 | Trimmed |
| 11 | OPPENHEIMER & CO INC | $10.1M | 40,457 | New |
| 12 | BUILDER INVESTMENT GROUP INC /ADV | $8.4M | 33,690 | Added |
| 13 | Hobart Private Capital, LLC | $8.1M | 32,338 | Added |
| 14 | Private Advisor Group, LLC | $7.9M | 31,630 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 29,870 | Added |
| 16 | LINCOLN CAPITAL CORP | $6.6M | 26,571 | Added |
| 17 | Merit Financial Group, LLC | $5.2M | 21,013 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $4.8M | 19,270 | Added |
| 19 | WEDBUSH SECURITIES INC | $4.5M | 17,873 | Added |
| 20 | Wilkins Miller Wealth Management, LLC | $3.7M | 14,800 | Added |
| 21 | Fortis Group Advisors, LLC | $3.7M | 14,722 | New |
| 22 | Redhawk Wealth Advisors, Inc. | $3.2M | 12,853 | Trimmed |
| 23 | Nova R Wealth, Inc. | $3.0M | 11,920 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $2.8M | 11,147 | Trimmed |
| 25 | Archford Capital Strategies, LLC | $2.6M | 10,409 | Added |