| 1 | FMR LLC | $1.02B | 26.7M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $48.3M | 1.3M | Added |
| 3 | RFG Advisory, LLC | $29.0M | 759,366 | Trimmed |
| 4 | KOM Wealth Management Group, LLC | $16.0M | 418,435 | Added |
| 5 | Acumen Wealth Advisors, LLC | $15.2M | 397,385 | New |
| 6 | Keenan, LLC | $11.8M | 308,217 | Added |
| 7 | MAI Capital Management | $11.7M | 307,244 | Added |
| 8 | Evernest Financial Advisors, LLC | $9.4M | 246,925 | Trimmed |
| 9 | Gaddis Premier Wealth Advisors LLC | $9.2M | 241,185 | Added |
| 10 | NOVEM GROUP | $8.7M | 227,274 | Added |
| 11 | MENORA MIVTACHIM HOLDINGS LTD. | $8.4M | 219,125 | Hold |
| 12 | PRECEDENT WEALTH PARTNERS, LLC | $8.3M | 217,165 | New |
| 13 | SK Wealth Management, LLC | $7.3M | 194,656 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 181,554 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $6.9M | 180,959 | New |
| 16 | SAX WEALTH ADVISORS, LLC | $5.8M | 182,979 | Trimmed |
| 17 | Cetera Investment Advisers | $5.2M | 135,211 | Added |
| 18 | Buska Wealth Management, LLC | $4.9M | 127,234 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 131,507 | Added |
| 20 | JPMORGAN CHASE & CO | $4.8M | 125,944 | Added |
| 21 | Advyzon Investment Management, LLC | $4.4M | 115,144 | Added |
| 22 | Clarity Retirement & Wealth, LLC | $4.3M | 112,926 | Added |
| 23 | Retirement Planning Group, LLC | $4.2M | 110,096 | Added |
| 24 | MFA Wealth Services | $2.8M | 74,539 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $2.8M | 74,328 | Added |