| 1 | Thrivent Financial for Lutherans | $8.3M | 121,345 | Added |
| 2 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.8M | 54,972 | Trimmed |
| 3 | Avestar Capital, LLC | $2.7M | 39,700 | Hold |
| 4 | Savvy Advisors, Inc. | $2.5M | 36,818 | New |
| 5 | CITADEL ADVISORS LLC | $1.5M | 21,352 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $1.0M | 15,060 | New |
| 7 | Accel Wealth Management | $1.0M | 14,667 | Added |
| 8 | Nova Wealth Management, Inc. | $641,914 | 9,334 | New |
| 9 | LPL Financial LLC | $597,006 | 8,681 | New |
| 10 | Tidal Investments LLC | $593,568 | 8,631 | Added |
| 11 | J.W. COLE ADVISORS, INC. | $585,109 | 8,508 | Added |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $519,913 | 7,560 | New |
| 13 | Investment Insight Wealth Management, LLC | $460,357 | 6,694 | New |
| 14 | First Heartland Consultants, Inc. | $419,988 | 6,107 | New |
| 15 | OSAIC HOLDINGS, INC. | $367,497 | 5,344 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $359,810 | 5,232 | New |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $339,946 | 5,136 | New |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | $328,041 | 4,770 | New |
| 19 | Cetera Investment Advisers | $308,653 | 4,488 | New |
| 20 | Strategic Family Wealth Counselors, L.L.C. | $287,426 | 4,179 | New |
| 21 | Focus Partners Wealth | $256,720 | 3,732 | New |
| 22 | Steward Partners Investment Advisory, LLC | $110,338 | 1,604 | Added |
| 23 | Glassman Wealth Services | $109,141 | 1,587 | Hold |
| 24 | TD Waterhouse Canada Inc. | $40,007 | 592 | Added |
| 25 | VALLEY NATIONAL ADVISERS INC | $13,961 | 203 | Hold |