| 1 | Cambridge Investment Research Advisors, Inc. | $15.5M | 124,896 | Added |
| 2 | RVW Wealth, LLC | $7.9M | 63,776 | Added |
| 3 | Manske Wealth Management | $7.9M | 63,388 | Added |
| 4 | 1900 WEALTH MANAGEMENT LLC | $5.8M | 46,317 | Trimmed |
| 5 | KWB Wealth | $2.5M | 20,296 | Added |
| 6 | APPLETON PARTNERS INC/MA | $2.5M | 20,152 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 19,903 | Added |
| 8 | Dynamic Advisor Solutions LLC | $2.3M | 18,507 | Trimmed |
| 9 | Trilogy Capital Inc. | $2.2M | 17,932 | Trimmed |
| 10 | Cassilly Financial Group LLC | $2.0M | 16,053 | Added |
| 11 | Apella Capital, LLC | $1.4M | 11,330 | Trimmed |
| 12 | Archford Capital Strategies, LLC | $1.3M | 10,693 | Hold |
| 13 | Kestra Advisory Services, LLC | $1.3M | 10,162 | Trimmed |
| 14 | Goldstein Advisors, LLC | $1.3M | 10,068 | Trimmed |
| 15 | FSM Wealth Advisors, LLC | $1.3M | 10,064 | Trimmed |
| 16 | Richard P Slaughter Associates Inc | $1.1M | 8,810 | Trimmed |
| 17 | Gallacher Capital Management LLC | $1.1M | 8,708 | Trimmed |
| 18 | CHOREO, LLC | $960,923 | 7,736 | Trimmed |
| 19 | Private Advisor Group, LLC | $808,598 | 6,510 | Trimmed |
| 20 | BLUEDOOR PRIVATE WEALTH, LLC | $718,805 | 5,787 | Trimmed |
| 21 | PRINCIPAL SECURITIES, INC. | $635,227 | 5,114 | Added |
| 22 | CPWA, LLC | $618,070 | 4,976 | Added |
| 23 | NOTTINGHAM ADVISORS, INC. | $608,782 | 4,896 | Hold |
| 24 | LWM Advisory Services, LLC | $587,128 | 4,726 | Trimmed |
| 25 | Traub Capital Management LLC | $543,066 | 4,372 | Added |