| 1 | Concurrent Investment Advisors, LLC | $32.7M | 1.2M | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $15.0M | 555,424 | Added |
| 3 | Prospera Financial Services Inc | $7.3M | 271,646 | Trimmed |
| 4 | BENJAMIN EDWARDS INC | $5.8M | 214,162 | Trimmed |
| 5 | Trueblood Wealth Management, LLC | $2.7M | 98,678 | Added |
| 6 | PFG Investments, LLC | $2.3M | 85,573 | Added |
| 7 | Kiker Wealth Management, LLC | $1.3M | 46,829 | Trimmed |
| 8 | Pine Valley Investments Ltd Liability Co | $908,572 | 33,735 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $697,285 | 25,890 | Added |
| 10 | EWA, LLC | $624,322 | 23,181 | New |
| 11 | Kestra Advisory Services, LLC | $576,474 | 21,404 | Trimmed |
| 12 | Cushing Capital Partners, LLC | $564,451 | 20,958 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $491,400 | 18,246 | Trimmed |
| 14 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $442,339 | 16,424 | Hold |
| 15 | Kovack Advisors, Inc. | $280,415 | 10,418 | Added |
| 16 | Waterfront Wealth Inc. | $255,080 | 9,807 | Hold |
| 17 | Morey & Quinn Wealth Partners, LLC | $219,782 | 8,160 | Trimmed |
| 18 | D.A. DAVIDSON & CO. | $215,460 | 8,000 | Hold |
| 19 | Farther Finance Advisors, LLC | $171,978 | 6,386 | Trimmed |
| 20 | GAMMA Investing LLC | $119,769 | 4,447 | Hold |
| 21 | Founders Financial Alliance, LLC | $43,793 | 1,626 | Hold |
| 22 | CITY HOLDING CO | $40,395 | 1,500 | Hold |
| 23 | MTM Investment Management, LLC | $10,935 | 406 | Hold |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4,447 | 168 | New |
| 25 | Spire Wealth Management | $2,155 | 80 | Hold |