| 1 | Syntegra Private Wealth Group, LLC | $140.0M | 771,561 | Added |
| 2 | DORVAL Corp | $23.3M | 128,408 | Added |
| 3 | INTEGRITY ALLIANCE, LLC. | $12.2M | 67,220 | Added |
| 4 | FOUNDERS FINANCIAL SECURITIES LLC | $11.1M | 61,238 | Added |
| 5 | Tempo Wealth, LLC | $7.2M | 39,411 | Trimmed |
| 6 | HF Advisory Group, LLC | $6.9M | 37,892 | Added |
| 7 | Journey Advisory Group, LLC | $3.4M | 18,503 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 16,407 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 16,205 | Trimmed |
| 10 | Legacy Advisory Services, LLC | $2.7M | 15,055 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.4M | 13,188 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 12,934 | Added |
| 13 | Daiwa Securities Group Inc. | $2.3M | 12,500 | Added |
| 14 | McNaughton Wealth Management, LLC | $2.2M | 12,107 | Trimmed |
| 15 | ROFFMAN MILLER ASSOCIATES INC /PA/ | $2.1M | 11,682 | Trimmed |
| 16 | NORDEN GROUP LLC | $1.5M | 8,455 | Hold |
| 17 | JBR Co Financial Management Inc | $1.3M | 7,434 | Added |
| 18 | Caliber Wealth Management, LLC / KS | $1.3M | 6,898 | Trimmed |
| 19 | Fortis Group Advisors, LLC | $1.2M | 6,834 | Added |
| 20 | Independent Wealth Network Inc. | $1.2M | 6,362 | Trimmed |
| 21 | Flagship Private Wealth, LLC | $1.1M | 6,173 | Added |
| 22 | Apollon Financial, LLC | $1.1M | 5,875 | Added |
| 23 | Private Advisor Group, LLC | $1.1M | 5,826 | Added |
| 24 | Gateway Wealth Partners, LLC | $1.0M | 5,760 | Trimmed |
| 25 | RFG - Bristol Wealth Advisors, LLC | $948,286 | 5,226 | Trimmed |