| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 515,401 | Trimmed |
| 2 | LITTLEJOHN FINANCIAL SERVICES, INC. | $6.7M | 285,227 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $6.6M | 281,732 | Added |
| 4 | Delta Wealth Advisors LLC | $5.4M | 232,059 | Added |
| 5 | Ironwood Financial, llc | $5.2M | 222,822 | Added |
| 6 | Marathon Mission, Inc. | $5.1M | 220,063 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 146,393 | Added |
| 8 | Straight Path Wealth Management | $3.0M | 128,362 | Added |
| 9 | Commonwealth Financial Services, LLC | $2.3M | 99,393 | Trimmed |
| 10 | Penobscot Investment Management Company, Inc. | $1.8M | 77,785 | Added |
| 11 | First Western Trust Bank | $1.7M | 71,612 | Added |
| 12 | Keeler Thomas Management LLC | $1.3M | 56,038 | Trimmed |
| 13 | Robertson Stephens Wealth Management, LLC | $1.3M | 54,010 | Added |
| 14 | Cyr Financial Inc. | $834,017 | 35,657 | Added |
| 15 | High Note Wealth, LLC | $831,444 | 35,547 | Added |
| 16 | Helen Stephens Group, LLC | $779,556 | 33,329 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $695,110 | 29,718 | Added |
| 18 | Quad-Cities Investment Group, LLC | $539,490 | 23,065 | New |
| 19 | Guidance Point Advisors, LLC | $489,637 | 20,925 | New |
| 20 | Segment Wealth Management, LLC | $379,269 | 16,215 | Added |
| 21 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $354,805 | 15,228 | Trimmed |
| 22 | IFP Advisors, Inc | $351,926 | 15,046 | Trimmed |
| 23 | Private Advisor Group, LLC | $348,826 | 14,913 | Trimmed |
| 24 | Belpointe Asset Management LLC | $297,755 | 12,730 | New |
| 25 | GAMMA Investing LLC | $297,638 | 12,725 | Added |