| 1 | CWM, LLC | $19.8M | 629,588 | Added |
| 2 | LPL Financial LLC | $17.7M | 562,601 | Added |
| 3 | Private Advisor Group, LLC | $16.9M | 537,227 | Trimmed |
| 4 | WealthPlan Investment Management, LLC | $11.7M | 371,916 | Trimmed |
| 5 | Leo Wealth, LLC | $10.5M | 333,880 | Added |
| 6 | ARQ WEALTH ADVISORS, LLC | $9.5M | 302,463 | Added |
| 7 | Orion Porfolio Solutions, LLC | $9.1M | 289,699 | New |
| 8 | Kovack Advisors, Inc. | $7.3M | 231,418 | Added |
| 9 | WealthPLAN Partners, LLC | $7.2M | 227,169 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $7.0M | 223,592 | Added |
| 11 | Independent Wealth Advisors LLC | $5.9M | 185,810 | Added |
| 12 | TSG Advice Partners, LLC | $5.8M | 185,666 | New |
| 13 | HighTower Advisors, LLC | $5.7M | 180,101 | Added |
| 14 | Meridian Wealth Management, LLC | $4.9M | 154,632 | Added |
| 15 | Financial Enhancement Group LLC | $4.5M | 136,560 | Added |
| 16 | OSAIC HOLDINGS, INC. | $4.4M | 140,547 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 135,065 | Trimmed |
| 18 | Peterson Wealth Advisors, LLC | $3.7M | 117,132 | Trimmed |
| 19 | OneDigital Investment Advisors LLC | $3.6M | 112,983 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $3.5M | 109,841 | Trimmed |
| 21 | HARMONY ASSET MANAGEMENT LLC | $3.4M | 108,920 | Added |
| 22 | VICTORY FINANCIAL GROUP, LLC | $3.4M | 107,551 | Trimmed |
| 23 | Sowell Financial Services LLC | $3.4M | 106,350 | Added |
| 24 | Sound Financial Strategies Group, LLC | $3.2M | 100,735 | Hold |
| 25 | UBS Group AG | $3.2M | 100,697 | Trimmed |