| 1 | Allworth Financial LP | $35.2M | 883,302 | Added |
| 2 | Cetera Investment Advisers | $21.5M | 540,719 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 243,832 | Added |
| 4 | OSAIC HOLDINGS, INC. | $6.6M | 165,506 | Added |
| 5 | Tradition Wealth Management, LLC | $5.3M | 133,185 | Trimmed |
| 6 | ODonnell Financial Services, LLC | $4.8M | 121,332 | Trimmed |
| 7 | BFI Wealth Solutions, LLC | $4.7M | 118,824 | Added |
| 8 | LPL Financial LLC | $4.6M | 115,764 | Added |
| 9 | RED CRANE WEALTH MANAGEMENT, LLC | $4.1M | 104,226 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.9M | 97,131 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $3.5M | 88,114 | Trimmed |
| 12 | First Commonwealth Financial Corp /PA/ | $3.3M | 82,554 | Added |
| 13 | Onyx Bridge Wealth Group LLC | $3.2M | 79,815 | Trimmed |
| 14 | BLAIR WILLIAM & CO/IL | $3.1M | 77,253 | Trimmed |
| 15 | Berkshire Money Management, Inc. | $2.2M | 55,618 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $2.0M | 49,080 | Added |
| 17 | Wood Tarver Financial Group, LLC | $1.7M | 41,913 | Added |
| 18 | HighTower Advisors, LLC | $1.4M | 34,860 | Hold |
| 19 | Horizon Investments, LLC | $1.4M | 34,834 | Trimmed |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 34,834 | Added |
| 21 | Diligent Investors, LLC | $1.2M | 31,155 | Added |
| 22 | Main Street Financial Solutions, LLC | $1.1M | 28,442 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 27,878 | Added |
| 24 | Compass Advisory Group LLC | $1.1M | 27,093 | Hold |
| 25 | DHJJ Financial Advisors, Ltd. | $1.1M | 27,064 | Added |