| 1 | Cetera Investment Advisers | $10.8M | 346,654 | Trimmed |
| 2 | Sterling Financial Planning, Inc. | $8.9M | 284,947 | Added |
| 3 | PERSONAL CFO SOLUTIONS, LLC | $8.4M | 269,799 | New |
| 4 | HighTower Advisors, LLC | $5.9M | 189,630 | Trimmed |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.8M | 183,950 | Added |
| 6 | OSAIC HOLDINGS, INC. | $3.4M | 108,031 | Trimmed |
| 7 | Steward Partners Investment Advisory, LLC | $3.3M | 106,614 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 56,678 | Added |
| 9 | Snowden Capital Advisors LLC | $1.8M | 56,106 | Hold |
| 10 | Brookwood Investment Group LLC | $1.7M | 54,179 | Added |
| 11 | Sunbelt Securities, Inc. | $1.3M | 42,318 | Added |
| 12 | Kestra Advisory Services, LLC | $1.1M | 35,505 | Added |
| 13 | GWN SECURITIES INC. | $967,052 | 30,916 | Added |
| 14 | Noble Wealth Management PBC | $882,409 | 28,210 | Trimmed |
| 15 | First Commonwealth Financial Corp /PA/ | $865,455 | 27,668 | Hold |
| 16 | JT Stratford LLC | $859,543 | 27,479 | Added |
| 17 | CreativeOne Wealth, LLC | $848,095 | 27,113 | Trimmed |
| 18 | CENTAURUS FINANCIAL, INC. | $657,000 | 21,016 | Added |
| 19 | Millington Financial Advisors, LLC | $642,820 | 19,497 | Trimmed |
| 20 | Blue Water Asset Management | $570,735 | 18,246 | Hold |
| 21 | LeClair Wealth Partners LLC | $570,735 | 18,246 | New |
| 22 | CROSSPOINT FINANCIAL, LLC | $544,272 | 17,400 | Hold |
| 23 | Welch Financial Planning, LLC | $521,969 | 16,687 | Added |
| 24 | Global Trust Wealth Management LLC | $500,480 | 16,000 | Trimmed |
| 25 | Brookstone Capital Management | $481,462 | 15,392 | Added |