| 1 | Kestra Advisory Services, LLC | $9.6M | 194,982 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 170,273 | Trimmed |
| 3 | Spectrum Asset Management, Inc. (NB/CA) | $4.5M | 92,169 | New |
| 4 | FOUNDERS FINANCIAL SECURITIES LLC | $3.8M | 77,576 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 73,921 | Added |
| 6 | OPPENHEIMER & CO INC | $3.0M | 60,181 | New |
| 7 | REAP Financial Group, LLC | $2.9M | 59,823 | Trimmed |
| 8 | Kovack Advisors, Inc. | $2.2M | 44,902 | Added |
| 9 | Ignite Planners, LLC | $1.9M | 37,914 | Trimmed |
| 10 | Ritter Daniher Financial Advisory LLC / DE | $1.7M | 34,730 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.4M | 28,978 | Added |
| 12 | Santori & Peters, Inc. | $1.4M | 28,204 | Added |
| 13 | Nova Wealth Management, Inc. | $1.2M | 24,307 | Added |
| 14 | AlphaStar Capital Management, LLC | $1.1M | 22,975 | Added |
| 15 | TRUIST FINANCIAL CORP | $1.1M | 21,417 | Added |
| 16 | Apollon Wealth Management, LLC | $845,842 | 17,164 | Trimmed |
| 17 | DIVERSIFY WEALTH MANAGEMENT, LLC | $835,429 | 17,001 | Hold |
| 18 | RFG Advisory, LLC | $701,649 | 14,238 | Added |
| 19 | Buck Wealth Strategies, LLC | $696,080 | 14,125 | Trimmed |
| 20 | Integrity Financial Corp /WA | $691,378 | 14,030 | Trimmed |
| 21 | Chris Bulman Inc | $682,183 | 13,843 | Added |
| 22 | Brookstone Capital Management | $639,112 | 12,969 | Added |
| 23 | Madrona Financial Services, LLC | $619,351 | 12,568 | New |
| 24 | Clear Creek Financial Management, LLC | $559,525 | 11,354 | Trimmed |
| 25 | Signal Advisors Wealth, LLC | $539,370 | 10,945 | Trimmed |