| 1 | Clarity Retirement & Wealth, LLC | $9.5M | 222,269 | Added |
| 2 | Anson Capital, Inc. | $9.4M | 219,198 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 75,566 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 72,888 | Added |
| 5 | Kestra Advisory Services, LLC | $3.0M | 69,944 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 68,303 | Added |
| 7 | Noble Wealth Management PBC | $2.7M | 63,036 | Added |
| 8 | Boston Partners | $2.1M | 49,364 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.6M | 36,294 | Added |
| 10 | IFP Advisors, Inc | $1.5M | 33,862 | Added |
| 11 | Bill Few Associates, Inc. | $1.4M | 33,323 | Added |
| 12 | TRUIST FINANCIAL CORP | $656,677 | 15,332 | New |
| 13 | SUMMIT WEALTH GROUP LLC / CO | $633,988 | 14,802 | New |
| 14 | Trust Investment Advisors | $462,564 | 10,800 | Hold |
| 15 | Kovack Advisors, Inc. | $457,831 | 10,707 | Added |
| 16 | Clarity Asset Management, Inc. | $423,253 | 9,882 | Added |
| 17 | FORONJY FINANCIAL LLC | $414,485 | 9,677 | Added |
| 18 | Latitude Advisors, LLC | $399,686 | 9,332 | Added |
| 19 | Virtus Wealth Solutions LLC | $320,226 | 7,477 | Trimmed |
| 20 | Elevation Wealth Management LLC | $315,215 | 7,334 | Added |
| 21 | Aurdan Capital Management, LLC | $235,008 | 5,487 | New |
| 22 | Farther Finance Advisors, LLC | $186,096 | 4,345 | Hold |
| 23 | AE Wealth Management LLC | $24,712 | 577 | Hold |
| 24 | DHJJ Financial Advisors, Ltd. | $18,203 | 425 | Trimmed |
| 25 | GHP Investment Advisors, Inc. | $10,708 | 250 | Hold |