| 1 | CWM, LLC | $60.4M | 1.2M | Added |
| 2 | Wealth Alliance Advisory Group, LLC | $14.4M | 284,394 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 160,451 | Added |
| 4 | JPMORGAN CHASE & CO | $4.1M | 82,160 | Added |
| 5 | Clarity Retirement & Wealth, LLC | $3.4M | 66,904 | New |
| 6 | Concurrent Investment Advisors, LLC | $3.0M | 59,717 | Added |
| 7 | Advyzon Investment Management, LLC | $2.6M | 51,631 | New |
| 8 | HICKS CAPITAL MANAGEMENT LLC | $1.7M | 33,100 | Added |
| 9 | Avidian Wealth Enterprises, LLC | $1.4M | 28,300 | Trimmed |
| 10 | Advisory Services Network, LLC | $1.3M | 26,132 | Added |
| 11 | JANE STREET GROUP, LLC | $1.0M | 20,429 | Trimmed |
| 12 | Landmark Wealth Management, LLC | $1.0M | 20,262 | Added |
| 13 | Aptus Capital Advisors, LLC | $898,554 | 17,757 | Added |
| 14 | LPL Financial LLC | $765,367 | 15,125 | New |
| 15 | OSAIC HOLDINGS, INC. | $715,574 | 14,137 | Trimmed |
| 16 | Independent Advisor Alliance | $702,468 | 13,882 | New |
| 17 | Kestra Advisory Services, LLC | $676,848 | 13,376 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $641,358 | 12,674 | Added |
| 19 | IHT Wealth Management, LLC | $612,800 | 12,110 | Added |
| 20 | PFG Advisors | $521,940 | 10,314 | New |
| 21 | Sequoia Financial Advisors, LLC | $313,687 | 6,199 | Hold |
| 22 | Cetera Investment Advisers | $272,850 | 5,392 | New |
| 23 | Fifth Third Securities, Inc. | $251,749 | 4,975 | Trimmed |
| 24 | Sigma Planning Corp | $240,602 | 4,755 | Trimmed |
| 25 | Inspire Advisors, LLC | $214,606 | 4,241 | New |