| 1 | AMERICAN CENTURY COMPANIES INC | $131.7M | 3.0M | Added |
| 2 | CONDOR CAPITAL MANAGEMENT | $19.2M | 438,656 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 282,176 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $12.3M | 282,180 | Added |
| 5 | LPL Financial LLC | $10.0M | 229,750 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.0M | 181,998 | Added |
| 7 | Gerald Baker Financial Group LLC | $4.4M | 101,710 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $4.4M | 99,642 | Trimmed |
| 9 | Orion Porfolio Solutions, LLC | $2.9M | 65,570 | Trimmed |
| 10 | Fortis Group Advisors, LLC | $1.3M | 29,457 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $1.1M | 25,138 | Added |
| 12 | Ameritas Advisory Services, LLC | $865,631 | 19,795 | New |
| 13 | JONES FINANCIAL COMPANIES LLLP | $712,119 | 16,241 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $667,950 | 15,274 | Trimmed |
| 15 | Thrivent Financial for Lutherans | $388,000 | 8,868 | Added |
| 16 | Goldstein Advisors, LLC | $353,470 | 8,083 | Added |
| 17 | BENJAMIN EDWARDS INC | $341,616 | 7,813 | Added |
| 18 | Slagle Financial, LLC | $275,230 | 6,294 | Added |
| 19 | Kestra Advisory Services, LLC | $272,512 | 6,232 | Added |
| 20 | JM2 Capital Inc. | $209,378 | 4,788 | Added |
| 21 | MPWM ADVISORY SOLUTIONS, LLC | $32,710 | 748 | Hold |
| 22 | JPMORGAN CHASE & CO | $32,603 | 743 | Hold |
| 23 | IFP Advisors, Inc | $30,086 | 688 | Hold |
| 24 | Oakmont Advisory Group, LLC | $26,594 | 608 | New |
| 25 | Geneos Wealth Management Inc. | $8,921 | 204 | Added |