| 1 | Berman McAleer LLC | $59.5M | 2.2M | Added |
| 2 | Ameritas Advisory Services, LLC | $25.4M | 955,033 | Trimmed |
| 3 | Royal Bank of Canada | $24.4M | 918,498 | Added |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $24.1M | 906,748 | Trimmed |
| 5 | Cetera Investment Advisers | $11.7M | 438,155 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 435,986 | Trimmed |
| 7 | LPL Financial LLC | $10.9M | 409,684 | Trimmed |
| 8 | UBS Group AG | $9.1M | 341,560 | Added |
| 9 | Stratos Wealth Partners, LTD. | $7.4M | 279,264 | Trimmed |
| 10 | Octavia Wealth Advisors, LLC | $6.5M | 244,421 | Trimmed |
| 11 | PARTNERS WEALTH MANAGEMENT, LLC | $5.6M | 212,176 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 198,543 | Added |
| 13 | OSAIC HOLDINGS, INC. | $4.9M | 184,707 | Trimmed |
| 14 | WealthPlan Investment Management, LLC | $4.9M | 184,469 | Trimmed |
| 15 | WealthPLAN Partners, LLC | $3.6M | 133,619 | Trimmed |
| 16 | Prosperity Financial Group, Inc. | $3.1M | 116,214 | Trimmed |
| 17 | INTEGRITY ALLIANCE, LLC. | $1.6M | 60,085 | Hold |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.6M | 58,556 | Trimmed |
| 19 | Empirical Asset Management, LLC | $1.2M | 45,041 | Added |
| 20 | FIRETHORN WEALTH PARTNERS, LLC | $867,030 | 32,571 | Added |
| 21 | Goldstone Financial Group, LLC | $828,627 | 31,128 | Trimmed |
| 22 | Prime Capital Investment Advisors, LLC | $822,704 | 30,906 | Added |
| 23 | Foundations Investment Advisors, LLC | $719,565 | 27,031 | Trimmed |
| 24 | Avior Wealth Management, LLC | $686,828 | 25,801 | Hold |
| 25 | GTS SECURITIES LLC | $608,773 | 22,869 | Added |