| 1 | Glen Eagle Advisors, LLC | $20.3M | 786,105 | Trimmed |
| 2 | LPL Financial LLC | $18.6M | 717,084 | Added |
| 3 | Centennial Wealth Advisory LLC | $16.8M | 648,162 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 342,394 | Added |
| 5 | Geneos Wealth Management Inc. | $6.4M | 247,105 | Added |
| 6 | Cetera Investment Advisers | $5.6M | 217,213 | Added |
| 7 | Legacy Wealth Managment, LLC/ID | $5.4M | 207,428 | Added |
| 8 | Arkadios Wealth Advisors | $4.6M | 179,043 | Added |
| 9 | Pinnacle Financial Partners, Inc. | $3.8M | 145,504 | Added |
| 10 | OSAIC HOLDINGS, INC. | $3.3M | 126,773 | Added |
| 11 | ASSETMARK, INC | $3.2M | 125,437 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $3.2M | 122,626 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 81,899 | Trimmed |
| 14 | SageGuard Financial Group, LLC | $2.0M | 79,037 | Trimmed |
| 15 | Lunt Capital Management, Inc. | $1.8M | 69,599 | Trimmed |
| 16 | Marshall Financial Group, LLC | $1.5M | 57,618 | Trimmed |
| 17 | Sanctuary Advisors, LLC | $1.5M | 57,523 | Hold |
| 18 | Financial Network Wealth Advisors LLC | $1.1M | 43,765 | Trimmed |
| 19 | Aptus Capital Advisors, LLC | $1.0M | 40,375 | Trimmed |
| 20 | Financial Guidance Group, Inc. | $1.0M | 40,375 | Trimmed |
| 21 | Summit Financial, LLC | $1.0M | 39,794 | New |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | $982,025 | 37,938 | Trimmed |
| 23 | Gateway Wealth Partners, LLC | $949,621 | 36,686 | Trimmed |
| 24 | Valtinson Bruner Financial Planning LLC | $941,308 | 36,365 | Hold |
| 25 | RAYMOND JAMES FINANCIAL INC | $836,318 | 32,309 | Trimmed |