| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $32.0M | 840,088 | Added |
| 2 | Mason & Associates Inc | $24.9M | 653,490 | Trimmed |
| 3 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $21.7M | 570,109 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 386,956 | Added |
| 5 | Concurrent Investment Advisors, LLC | $10.2M | 268,863 | Added |
| 6 | MARINO, STRAM & ASSOCIATES LLC | $9.3M | 245,335 | Trimmed |
| 7 | Gladstone Institutional Advisory LLC | $9.3M | 243,008 | Added |
| 8 | TSFG, LLC | $8.5M | 221,907 | Added |
| 9 | Prosperity Financial Group, Inc. | $5.7M | 150,274 | Added |
| 10 | Navigation Group, LLC | $5.0M | 131,729 | New |
| 11 | OPPENHEIMER & CO INC | $4.3M | 112,937 | Added |
| 12 | Private Advisor Group, LLC | $3.3M | 87,533 | Trimmed |
| 13 | Waterloo Capital, L.P. | $3.1M | 81,247 | Added |
| 14 | Peck Wealth Management, LLC | $2.0M | 52,607 | New |
| 15 | Intentional Wealth Strategies, LLC | $1.9M | 50,135 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $1.8M | 47,404 | Trimmed |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 43,017 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 40,501 | Trimmed |
| 19 | Golden State Wealth Management, LLC | $1.4M | 36,705 | Hold |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.2M | 30,781 | Added |
| 21 | Fortis Group Advisors, LLC | $1.1M | 28,612 | Trimmed |
| 22 | ATTICUS WEALTH MANAGEMENT, LLC | $1.1M | 28,466 | Added |
| 23 | Revisor Wealth Management LLC | $934,729 | 24,540 | Trimmed |
| 24 | D.A. DAVIDSON & CO. | $900,295 | 23,636 | Trimmed |
| 25 | Indivisible Partners | $898,251 | 23,582 | Added |