| 1 | Key Financial Inc | $10.4M | 248,600 | Trimmed |
| 2 | Golden State Wealth Management, LLC | $5.9M | 141,235 | Added |
| 3 | Chris Bulman Inc | $4.4M | 105,914 | Trimmed |
| 4 | Brookstone Capital Management | $4.3M | 103,014 | Trimmed |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $3.7M | 87,417 | New |
| 6 | WEDBUSH SECURITIES INC | $3.3M | 80,066 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 72,657 | Added |
| 8 | D.A. DAVIDSON & CO. | $2.8M | 67,352 | Added |
| 9 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.3M | 54,266 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.2M | 52,214 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 47,714 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 38,009 | Trimmed |
| 13 | Centennial Wealth Advisory LLC | $1.3M | 32,064 | Trimmed |
| 14 | Private Advisor Group, LLC | $1.2M | 28,981 | Trimmed |
| 15 | DHJJ Financial Advisors, Ltd. | $1.0M | 23,970 | Added |
| 16 | DRIVE WEALTH MANAGEMENT, LLC | $808,897 | 19,362 | Trimmed |
| 17 | Gateway Wealth Partners, LLC | $808,538 | 19,354 | Trimmed |
| 18 | MGO ONE SEVEN LLC | $747,346 | 17,889 | Trimmed |
| 19 | Gladstone Institutional Advisory LLC | $649,600 | 15,549 | Added |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | $488,633 | 11,696 | Added |
| 21 | Sovran Advisors, LLC | $391,808 | 9,235 | Added |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $274,303 | 6,581 | Added |
| 23 | BENJAMIN EDWARDS INC | $272,836 | 6,531 | Added |
| 24 | COLUMBIA ADVISORY PARTNERS LLC | $265,326 | 6,351 | Hold |
| 25 | J.W. COLE ADVISORS, INC. | $256,166 | 6,132 | New |