| 1 | PFS Partners, LLC | $12.2M | 285,666 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 212,913 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.1M | 212,872 | Added |
| 4 | Financial Guidance Group, Inc. | $6.2M | 145,685 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $4.1M | 95,777 | Trimmed |
| 6 | REAP Financial Group, LLC | $2.4M | 56,181 | Trimmed |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 47,915 | Trimmed |
| 8 | Brookstone Capital Management | $1.2M | 27,461 | Trimmed |
| 9 | Octavia Wealth Advisors, LLC | $1.0M | 23,422 | Hold |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $996,082 | 23,275 | Trimmed |
| 11 | Signal Advisors Wealth, LLC | $915,127 | 21,414 | New |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $605,512 | 14,169 | Trimmed |
| 13 | QTR Family Wealth, LLC | $490,641 | 11,481 | Trimmed |
| 14 | SageGuard Financial Group, LLC | $457,094 | 10,696 | Trimmed |
| 15 | Atria Investments, Inc | $447,607 | 10,474 | New |
| 16 | HBW ADVISORY SERVICES LLC | $386,111 | 9,035 | Hold |
| 17 | First Heartland Consultants, Inc. | $315,256 | 7,377 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $274,000 | 6,403 | Trimmed |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $262,350 | 6,139 | Hold |
| 20 | Triumph Capital Management | $256,410 | 6,000 | Hold |
| 21 | Envestnet Portfolio Solutions, Inc. | $242,008 | 5,663 | New |
| 22 | Merit Financial Group, LLC | $236,795 | 5,541 | Hold |
| 23 | Stonebridge Financial Planning Group, LLC | $230,769 | 5,400 | Hold |
| 24 | Nvest Financial, LLC | $206,196 | 4,825 | New |
| 25 | DHJJ Financial Advisors, Ltd. | $157,607 | 3,688 | Hold |