| 1 | Sanctuary Advisors, LLC | $57.6M | 3.3M | Trimmed |
| 2 | Legacy Financial Group LLC | $33.3M | 1.9M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $26.6M | 1.5M | Added |
| 4 | UBS Group AG | $16.8M | 957,311 | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $12.7M | 727,093 | Added |
| 6 | Atria Investments, Inc | $10.7M | 608,606 | Added |
| 7 | KKM Financial LLC | $10.2M | 592,732 | Hold |
| 8 | CWM, LLC | $5.5M | 315,502 | Added |
| 9 | Rockefeller Capital Management L.P. | $3.3M | 189,624 | Trimmed |
| 10 | LPL Financial LLC | $2.5M | 141,679 | Added |
| 11 | BREAKTHRU ADVISORY SERVICES, LLC | $2.5M | 140,802 | Trimmed |
| 12 | Bank of New York Mellon Corp | $2.1M | 121,969 | Trimmed |
| 13 | Quantum Private Wealth, LLC | $1.1M | 62,000 | Added |
| 14 | Equitable Holdings, Inc. | $1.1M | 61,510 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $946,540 | 54,042 | Added |
| 16 | GTS SECURITIES LLC | $938,471 | 53,581 | Trimmed |
| 17 | Janney Montgomery Scott LLC | $678,000 | 38,706 | Added |
| 18 | Allworth Financial LP | $477,395 | 27,256 | Trimmed |
| 19 | Independent Advisor Alliance | $288,165 | 16,453 | New |
| 20 | Farther Finance Advisors, LLC | $31,769 | 1,800 | New |
| 21 | JONES FINANCIAL COMPANIES LLLP | $24,487 | 1,422 | New |
| 22 | BlackRock, Inc. | $10,351 | 591 | New |
| 23 | Bruce G. Allen Investments, LLC | $7,199 | 411 | Hold |
| 24 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 25 | Royal Bank of Canada | $0 | 1 | New |