| 1 | Stewardship Advisors, LLC | $11.9M | 291,438 | Added |
| 2 | Avestar Capital, LLC | $5.4M | 131,519 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 76,053 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.7M | 65,048 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 51,188 | Added |
| 6 | Columbus Macro, LLC | $1.7M | 41,669 | Added |
| 7 | ASSETMARK, INC | $1.3M | 30,913 | Added |
| 8 | Kestra Advisory Services, LLC | $1.1M | 26,477 | New |
| 9 | Private Advisor Group, LLC | $1.0M | 25,508 | Added |
| 10 | Global Wealth Management Investment Advisory, Inc. | $948,754 | 23,225 | Added |
| 11 | Financial Enhancement Group LLC | $918,798 | 22,492 | Added |
| 12 | Advisor Resource Council | $832,595 | 20,332 | Added |
| 13 | Axis Wealth Partners, LLC | $649,144 | 15,891 | Trimmed |
| 14 | Cooper Financial Group | $617,233 | 15,110 | Trimmed |
| 15 | Clarity Asset Management, Inc. | $586,483 | 14,357 | Added |
| 16 | Austin Wealth Management, LLC | $419,202 | 10,267 | Trimmed |
| 17 | Bison Wealth, LLC | $415,062 | 10,136 | Trimmed |
| 18 | Sowell Financial Services LLC | $388,851 | 9,519 | Trimmed |
| 19 | Alteri Wealth LLC | $388,116 | 9,501 | Added |
| 20 | Discipline Wealth Solutions, LLC | $314,632 | 7,702 | Trimmed |
| 21 | INVENIO WEALTH PARTNERS LLC | $311,318 | 7,621 | Hold |
| 22 | REAP Financial Group, LLC | $279,616 | 6,845 | Trimmed |
| 23 | MGO ONE SEVEN LLC | $227,368 | 5,566 | Trimmed |
| 24 | ROCKLAND TRUST CO | $205,271 | 5,025 | Trimmed |
| 25 | AE Wealth Management LLC | $132,386 | 3,240 | Added |