| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 307,912 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $6.0M | 199,032 | Added |
| 3 | AE Wealth Management LLC | $5.6M | 187,752 | Trimmed |
| 4 | Peak Wealth Management LLC | $2.4M | 81,328 | Added |
| 5 | Weaver Capital Management LLC | $2.1M | 71,151 | Hold |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 68,984 | Added |
| 7 | Brookstone Capital Management | $2.0M | 67,084 | Trimmed |
| 8 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.6M | 53,197 | Trimmed |
| 9 | Encompass More Asset Management | $1.6M | 53,059 | Added |
| 10 | Kestra Advisory Services, LLC | $1.5M | 51,610 | Added |
| 11 | Farther Finance Advisors, LLC | $1.3M | 43,101 | Trimmed |
| 12 | Cypress Wealth Services, LLC | $1.1M | 35,448 | Hold |
| 13 | Lifestyle Asset Management, Inc. | $808,108 | 27,018 | Added |
| 14 | Soltis Investment Advisors LLC | $781,765 | 26,137 | Trimmed |
| 15 | Merit Financial Group, LLC | $731,300 | 24,450 | Trimmed |
| 16 | Sonoma Allocations LLC | $686,913 | 22,943 | Hold |
| 17 | KFG WEALTH MANAGEMENT, LLC | $654,610 | 21,886 | Trimmed |
| 18 | Atria Investments, Inc | $614,172 | 20,534 | New |
| 19 | Ashton Thomas Private Wealth, LLC | $598,200 | 20,000 | Added |
| 20 | KELLY FINANCIAL GROUP LLC | $584,890 | 19,555 | Hold |
| 21 | Carmel Capital Partners, LLC | $487,533 | 16,300 | New |
| 22 | Cassady Wealth & Retirement Planning, LLC | $486,247 | 16,257 | Trimmed |
| 23 | Blue Sky Capital Consultants Group, Inc. | $477,603 | 15,968 | Trimmed |
| 24 | BridgePort Financial Solutions, LLC | $462,139 | 15,451 | Trimmed |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $436,178 | 14,583 | Added |