| 1 | McAdam, LLC | $81.6M | 2.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $32.7M | 899,844 | Trimmed |
| 3 | Storgate, LLC | $29.4M | 808,490 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $20.1M | 553,434 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $17.1M | 470,581 | Added |
| 6 | MAI Capital Management | $10.3M | 284,114 | Added |
| 7 | CITADEL ADVISORS LLC | $9.6M | 263,929 | Trimmed |
| 8 | Salus Financial Advisors, LLC | $9.6M | 263,360 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 261,869 | Added |
| 10 | Clarity Retirement & Wealth, LLC | $9.2M | 254,398 | Added |
| 11 | Advyzon Investment Management, LLC | $9.2M | 253,436 | Added |
| 12 | Kestra Advisory Services, LLC | $8.3M | 227,161 | Added |
| 13 | Landing Point Financial Group, LLC | $7.2M | 198,585 | New |
| 14 | Arkadios Wealth Advisors | $7.1M | 195,868 | Trimmed |
| 15 | Cetera Investment Advisers | $6.0M | 164,059 | Trimmed |
| 16 | Smartleaf Asset Management LLC | $5.8M | 160,405 | Hold |
| 17 | Mayfair Advisory Group, LLC | $5.7M | 167,150 | Added |
| 18 | NewEdge Advisors, LLC | $5.2M | 143,837 | Added |
| 19 | PRINCIPAL SECURITIES, INC. | $4.8M | 131,560 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $4.2M | 115,522 | Added |
| 21 | New Insight Wealth Advisors | $3.6M | 98,842 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $3.4M | 93,591 | Added |
| 23 | S Harris Financial Group, LLC | $3.2M | 87,529 | Trimmed |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 83,479 | Trimmed |
| 25 | Vise Technologies, Inc. | $2.8M | 76,736 | New |