| 1 | Kestra Advisory Services, LLC | $14.1M | 296,823 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 207,566 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 87,499 | Trimmed |
| 4 | Lakeshore Capital Group, Inc. | $3.6M | 76,351 | Trimmed |
| 5 | ARWA LLC | $2.2M | 46,022 | Added |
| 6 | Cullen/Frost Bankers, Inc. | $1.3M | 26,693 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $980,000 | 20,783 | Trimmed |
| 8 | Midwest Financial Network, LLC | $975,585 | 20,692 | New |
| 9 | TD Waterhouse Canada Inc. | $852,975 | 18,130 | Added |
| 10 | Sugar Maple Asset Management, LLC | $800,031 | 16,968 | Added |
| 11 | RCS Financial Planning, LLC | $738,126 | 15,593 | Trimmed |
| 12 | J.W. COLE ADVISORS, INC. | $667,815 | 14,164 | New |
| 13 | CAMELOT TECHNOLOGY ADVISORS, INC. | $612,709 | 12,995 | Hold |
| 14 | IFP Advisors, Inc | $566,743 | 12,020 | Added |
| 15 | FORONJY FINANCIAL LLC | $554,338 | 11,757 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $538,952 | 11,431 | Added |
| 17 | PARK AVENUE SECURITIES LLC | $460,000 | 9,760 | Added |
| 18 | Marshall Financial Group, LLC | $342,800 | 7,270 | Trimmed |
| 19 | Griffith & Werner, Inc. | $340,000 | 7,204 | Added |
| 20 | Virtus Wealth Solutions LLC | $291,154 | 6,175 | Trimmed |
| 21 | PFG Investments, LLC | $224,634 | 4,764 | Trimmed |
| 22 | Fisher Asset Management, LLC | $219,457 | 4,654 | New |
| 23 | McGlone Suttner Wealth Management, Inc. | $213,945 | 4,538 | Hold |
| 24 | Noble Wealth Management PBC | $131,549 | 2,790 | Trimmed |
| 25 | EASTERN BANK | $53,751 | 1,140 | Hold |