| 1 | TCP Asset Management, LLC | $17.8M | 562,592 | Added |
| 2 | True Blue Financial, LLC | $3.9M | 123,223 | Added |
| 3 | Chicago Partners Investment Group LLC | $2.5M | 76,829 | Trimmed |
| 4 | BENJAMIN EDWARDS INC | $2.4M | 74,705 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 53,540 | Added |
| 6 | Maia Wealth LLC | $1.1M | 33,771 | Added |
| 7 | COTTONWOOD CAPITAL ADVISORS, LLC | $587,029 | 18,520 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $423,585 | 13,364 | New |
| 9 | Private Advisor Group, LLC | $415,946 | 13,123 | Added |
| 10 | AE Wealth Management LLC | $411,656 | 12,987 | Added |
| 11 | RPg Family Wealth Advisory, LLC | $397,760 | 12,549 | Added |
| 12 | PRIVATE TRUST CO NA | $316,649 | 9,990 | Hold |
| 13 | Onyx Bridge Wealth Group LLC | $280,959 | 8,864 | Hold |
| 14 | Kestra Advisory Services, LLC | $268,878 | 8,483 | Trimmed |
| 15 | PRINCIPAL SECURITIES, INC. | $241,836 | 7,630 | Added |
| 16 | RVW Wealth, LLC | $240,609 | 7,591 | Trimmed |
| 17 | NBC SECURITIES, INC. | $132,048 | 4,166 | Hold |
| 18 | GAMMA Investing LLC | $97,594 | 3,079 | Hold |
| 19 | Financial Perspectives, Inc | $65,888 | 2,079 | Added |
| 20 | MTM Investment Management, LLC | $53,409 | 1,685 | Hold |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42,156 | 1,327 | New |
| 22 | REAP Financial Group, LLC | $28,374 | 895 | Trimmed |
| 23 | CX Institutional | $23,000 | 733 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $11,491 | 363 | Added |
| 25 | Decker Retirement Planning Inc. | $5,388 | 170 | New |