| 1 | SAGESPRING WEALTH PARTNERS, LLC | $56.6M | 779,206 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $25.4M | 349,592 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.9M | 136,573 | Trimmed |
| 4 | MGO ONE SEVEN LLC | $8.6M | 118,324 | Added |
| 5 | Key Client Fiduciary Advisors, LLC | $8.5M | 117,020 | Trimmed |
| 6 | UNIQUE WEALTH, LLC | $6.9M | 94,306 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 79,192 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $4.8M | 66,583 | Added |
| 9 | Centerline Wealth Advisors, LLC | $3.3M | 45,380 | Trimmed |
| 10 | First Citizens Financial Corp | $2.8M | 38,154 | Trimmed |
| 11 | Conservest Capital Advisors, Inc. | $2.7M | 36,530 | Trimmed |
| 12 | MONEY CONCEPTS CAPITAL CORP | $2.5M | 34,829 | Trimmed |
| 13 | Storen Legacy Partners, LLC | $2.5M | 33,833 | Trimmed |
| 14 | Consolidated Investment Group LLC | $2.0M | 27,900 | Hold |
| 15 | Kestra Advisory Services, LLC | $1.8M | 25,339 | Trimmed |
| 16 | Matthew Goff Investment Advisor, LLC | $1.8M | 25,060 | Trimmed |
| 17 | PENOBSCOT WEALTH MANAGEMENT | $1.8M | 24,153 | Added |
| 18 | SFI Advisors, LLC | $1.7M | 23,834 | Trimmed |
| 19 | Wall Street Financial Group, Inc. | $1.7M | 23,124 | Added |
| 20 | B. Riley Wealth Advisors, Inc. | $1.6M | 22,386 | Added |
| 21 | R2 Capital Strategies, LLC | $1.6M | 22,427 | New |
| 22 | S&A Financial Services, Inc. | $1.5M | 20,173 | New |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 18,463 | Trimmed |
| 24 | Waterloo Capital, L.P. | $1.4M | 18,727 | Added |
| 25 | Sovran Advisors, LLC | $1.3M | 17,511 | Added |