| 1 | HighTower Advisors, LLC | $6.2M | 215,408 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.4M | 117,187 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 97,336 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $1.6M | 56,286 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $889,823 | 30,574 | Trimmed |
| 6 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $855,388 | 29,500 | Hold |
| 7 | OLD MISSION CAPITAL LLC | $831,060 | 28,661 | Trimmed |
| 8 | AE Wealth Management LLC | $783,477 | 27,020 | Trimmed |
| 9 | Syntegra Private Wealth Group, LLC | $590,160 | 20,353 | Hold |
| 10 | Waverly Advisors, LLC | $590,044 | 20,349 | Hold |
| 11 | Maia Wealth LLC | $557,307 | 19,220 | Added |
| 12 | Brookstone Capital Management | $520,772 | 17,960 | Trimmed |
| 13 | Trek Financial, LLC | $471,246 | 16,252 | Trimmed |
| 14 | Belpointe Asset Management LLC | $434,160 | 14,973 | Added |
| 15 | Foundations Investment Advisors, LLC | $428,013 | 14,761 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $379,000 | 13,063 | Hold |
| 17 | KFG WEALTH MANAGEMENT, LLC | $331,050 | 11,417 | Hold |
| 18 | Cypress Wealth Services, LLC | $329,310 | 11,357 | Hold |
| 19 | Three Seasons Wealth, LLC | $305,040 | 10,520 | Hold |
| 20 | World Investment Advisors | $298,632 | 10,299 | Hold |
| 21 | Cornerstone Wealth Group, LLC | $265,485 | 8,960 | Hold |
| 22 | Tradition Wealth Management, LLC | $240,871 | 8,307 | Hold |
| 23 | Able Wealth Management LLC | $225,474 | 7,776 | Hold |
| 24 | Applied Capital LLC | $224,320 | 7,736 | Trimmed |
| 25 | Cetera Investment Advisers | $208,193 | 7,180 | New |