| 1 | OPPENHEIMER & CO INC | $18.7M | 400,877 | Added |
| 2 | REAP Financial Group, LLC | $10.0M | 215,278 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 211,243 | Added |
| 4 | WINNOW WEALTH LLC | $5.1M | 109,598 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 104,915 | Trimmed |
| 6 | Foguth Wealth Management, LLC. | $4.2M | 90,264 | Trimmed |
| 7 | MONEY CONCEPTS CAPITAL CORP | $4.2M | 90,348 | Added |
| 8 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 83,678 | Added |
| 9 | Kestra Advisory Services, LLC | $3.2M | 69,503 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $3.1M | 66,064 | Trimmed |
| 11 | Commonwealth Financial Services, LLC | $2.2M | 46,400 | Trimmed |
| 12 | IFP Advisors, Inc | $2.0M | 42,495 | Trimmed |
| 13 | MGO ONE SEVEN LLC | $1.7M | 36,779 | Hold |
| 14 | Castleview Partners, LLC | $1.5M | 32,290 | Trimmed |
| 15 | Brookstone Capital Management | $1.5M | 32,200 | Hold |
| 16 | Kovack Advisors, Inc. | $1.2M | 25,945 | Trimmed |
| 17 | McKinley Carter Wealth Services, Inc. | $1.1M | 24,416 | Hold |
| 18 | Ritter Daniher Financial Advisory LLC / DE | $1.1M | 23,165 | Trimmed |
| 19 | Ignite Planners, LLC | $972,205 | 20,827 | Trimmed |
| 20 | LifeWealth Investments, LLC | $834,498 | 17,877 | Trimmed |
| 21 | BEACON FINANCIAL GROUP | $820,821 | 17,584 | Hold |
| 22 | Integrity Financial Corp /WA | $812,422 | 17,404 | Trimmed |
| 23 | Madrona Financial Services, LLC | $804,670 | 17,238 | Hold |
| 24 | First Heartland Consultants, Inc. | $772,927 | 16,558 | Hold |
| 25 | EVOLUTION WEALTH MANAGEMENT INC. | $741,652 | 15,888 | Trimmed |