| 1 | ARVEST INVESTMENTS, INC. | $13.3M | 610,463 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $13.2M | 602,302 | Added |
| 3 | HB Wealth Management, LLC | $4.5M | 208,232 | New |
| 4 | Paller Financial Services Inc | $3.8M | 173,202 | Trimmed |
| 5 | Z3 Capital Partners, LLC | $3.4M | 154,621 | Trimmed |
| 6 | Retirement Planning Co of New England, Inc. | $3.2M | 146,441 | Added |
| 7 | NOTTINGHAM ADVISORS, INC. | $3.2M | 140,901 | Added |
| 8 | Cambridge Advisors Inc. | $3.1M | 142,258 | Trimmed |
| 9 | NWF Advisory Services Inc. | $3.0M | 136,989 | Trimmed |
| 10 | Sowell Financial Services LLC | $2.9M | 133,949 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $2.1M | 94,728 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 87,974 | New |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 85,686 | Added |
| 14 | KINGSWOOD WEALTH ADVISORS, LLC | $1.9M | 84,836 | Trimmed |
| 15 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.7M | 77,193 | Trimmed |
| 16 | ALTFEST L J & CO INC | $1.6M | 73,640 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 73,415 | Added |
| 18 | D.A. DAVIDSON & CO. | $1.5M | 67,747 | Trimmed |
| 19 | Magnus Financial Group LLC | $1.3M | 60,865 | Added |
| 20 | CoreCap Advisors, LLC | $1.3M | 58,745 | Trimmed |
| 21 | Private Advisor Group, LLC | $1.2M | 53,307 | Added |
| 22 | MGO ONE SEVEN LLC | $1.1M | 49,089 | Added |
| 23 | Formidable Asset Management, LLC | $1.1M | 46,894 | Trimmed |
| 24 | OPPENHEIMER & CO INC | $1.0M | 45,991 | Added |
| 25 | Belpointe Asset Management LLC | $574,222 | 26,292 | Trimmed |