| 1 | Soltis Investment Advisors LLC | $7.8M | 296,887 | Trimmed |
| 2 | Pachira Investments Inc. | $6.7M | 253,682 | Added |
| 3 | Weaver Capital Management LLC | $2.5M | 99,828 | Hold |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.7M | 64,902 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $999,550 | 38,036 | Trimmed |
| 6 | Lifestyle Asset Management, Inc. | $941,577 | 35,830 | Trimmed |
| 7 | Archer Investment Corp | $909,910 | 34,625 | Added |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $836,986 | 31,850 | Hold |
| 9 | KFG WEALTH MANAGEMENT, LLC | $747,664 | 28,451 | Added |
| 10 | Brookstone Capital Management | $648,776 | 24,688 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $484,000 | 18,426 | Trimmed |
| 12 | Hiley Hunt Wealth Management | $398,074 | 15,148 | Trimmed |
| 13 | HBW ADVISORY SERVICES LLC | $293,668 | 11,175 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $281,737 | 10,721 | Added |
| 15 | KELLY FINANCIAL GROUP LLC | $279,214 | 10,625 | New |
| 16 | IFP Advisors, Inc | $273,827 | 10,420 | Trimmed |
| 17 | WEALTHGARDEN F.S. LLC | $267,599 | 10,183 | Trimmed |
| 18 | Carmel Capital Partners, LLC | $263,447 | 10,025 | New |
| 19 | WINNOW WEALTH LLC | $252,949 | 9,626 | Hold |
| 20 | SAGESPRING WEALTH PARTNERS, LLC | $250,565 | 9,535 | Hold |
| 21 | Merit Financial Group, LLC | $233,121 | 8,871 | Added |
| 22 | Accurate Wealth Management, LLC | $203,541 | 7,726 | Trimmed |
| 23 | AE Wealth Management LLC | $53,793 | 2,047 | Trimmed |
| 24 | Financial Network Wealth Advisors LLC | $37,395 | 1,423 | Hold |
| 25 | CoreCap Advisors, LLC | $13,639 | 519 | Hold |