| 1 | Fiduciary Planning LLC | $24.7M | 636,154 | Added |
| 2 | LPL Financial LLC | $8.7M | 224,977 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.2M | 158,850 | Added |
| 4 | Kestra Advisory Services, LLC | $4.7M | 120,109 | Added |
| 5 | Royal Bank of Canada | $4.5M | 115,911 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 108,543 | Added |
| 7 | Convergence Financial, LLC | $3.7M | 96,069 | Added |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $3.3M | 85,675 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $2.9M | 74,644 | Added |
| 10 | ForthRight Wealth Management, LLC | $2.9M | 73,954 | Trimmed |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $2.8M | 73,500 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $1.6M | 41,560 | Trimmed |
| 13 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 39,140 | Added |
| 14 | Mariner, LLC | $1.3M | 33,147 | Trimmed |
| 15 | Private Advisor Group, LLC | $1.2M | 31,154 | Trimmed |
| 16 | Stratos Wealth Partners, LTD. | $1.2M | 30,901 | Added |
| 17 | Garden State Investment Advisory Services LLC | $1.1M | 27,416 | Trimmed |
| 18 | Aptus Capital Advisors, LLC | $1.0M | 26,080 | Trimmed |
| 19 | Regal Investment Advisors LLC | $737,874 | 19,042 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $687,817 | 17,750 | Added |
| 21 | FLOW TRADERS U.S. LLC | $397,000 | 10,256 | Trimmed |
| 22 | Independent Advisor Alliance | $387,661 | 10,004 | New |
| 23 | Kingsview Wealth Management, LLC | $218,149 | 5,630 | Added |
| 24 | OLD MISSION CAPITAL LLC | $215,489 | 5,561 | Trimmed |
| 25 | Cetera Investment Advisers | $204,415 | 5,275 | Trimmed |