| 1 | CIBC WORLD MARKET INC. | $8.4M | 129,496 | Added |
| 2 | Kestra Advisory Services, LLC | $6.4M | 98,134 | Added |
| 3 | STIFEL FINANCIAL CORP | $6.0M | 92,611 | Added |
| 4 | OSAIC HOLDINGS, INC. | $5.6M | 85,949 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $5.5M | 85,634 | Added |
| 6 | Cetera Investment Advisers | $4.4M | 68,388 | Added |
| 7 | LPL Financial LLC | $4.4M | 67,886 | Trimmed |
| 8 | Mason & Associates Inc | $3.1M | 48,375 | Added |
| 9 | Stone Wealth Partners | $2.1M | 33,044 | Trimmed |
| 10 | Sigma Planning Corp | $1.9M | 29,460 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $1.7M | 26,731 | New |
| 12 | Patriot Financial Group Insurance Agency, LLC | $1.6M | 23,986 | Added |
| 13 | GC Wealth Management RIA, LLC | $1.2M | 18,119 | Trimmed |
| 14 | TrueWealth Advisors, LLC | $1.1M | 17,237 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $802,160 | 12,386 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $722,869 | 11,162 | Added |
| 17 | Integrated Advisors Network LLC | $625,921 | 9,665 | Trimmed |
| 18 | Thrivent Financial for Lutherans | $604,000 | 9,324 | Trimmed |
| 19 | Kingsman Wealth Management, Inc. | $591,831 | 9,139 | Trimmed |
| 20 | United Advisor Group, LLC | $552,226 | 8,527 | Trimmed |
| 21 | Millstone Evans Group, LLC | $523,468 | 8,083 | Trimmed |
| 22 | Perennial Investment Advisors, LLC | $507,342 | 7,834 | Trimmed |
| 23 | Beacon Pointe Advisors, LLC | $477,327 | 7,371 | Added |
| 24 | Cerity Partners LLC | $460,973 | 7,118 | Trimmed |
| 25 | Nova Wealth Management, Inc. | $445,639 | 6,881 | Trimmed |