| 1 | Sentinel Advisory Group, LLC | $6.7M | 276,852 | Added |
| 2 | Kelly Financial Services LLC | $4.3M | 180,681 | Added |
| 3 | ARMSTRONG ADVISORY GROUP, INC | $2.5M | 102,894 | Added |
| 4 | MATHER GROUP, LLC. | $2.3M | 94,515 | Trimmed |
| 5 | Private Advisor Group, LLC | $1.3M | 55,510 | Trimmed |
| 6 | Mirae Asset Global Investments Co., Ltd. | $731,753 | 30,458 | Added |
| 7 | SeaCrest Wealth Management, LLC | $684,713 | 28,500 | Added |
| 8 | Nicholas Wealth, LLC. | $623,233 | 25,941 | Added |
| 9 | Farther Finance Advisors, LLC | $572,684 | 23,837 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $501,513 | 21,232 | Trimmed |
| 11 | Belpointe Asset Management LLC | $480,893 | 20,016 | Trimmed |
| 12 | Fortis Capital Advisors, LLC | $480,893 | 20,016 | Trimmed |
| 13 | MGO ONE SEVEN LLC | $438,672 | 18,259 | Hold |
| 14 | Comprehensive Financial Consultants Institutional, Inc. | $280,132 | 11,660 | Hold |
| 15 | PRIVATE TRUST CO NA | $278,690 | 11,600 | Hold |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $264,131 | 10,994 | Trimmed |
| 17 | CRA Financial Services, LLC | $221,986 | 9,240 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $216,221 | 9,000 | Hold |
| 19 | Avidian Wealth Enterprises, LLC | $211,084 | 8,786 | Hold |
| 20 | ASSETMARK, INC | $17,875 | 744 | Hold |
| 21 | AE Wealth Management LLC | $15,072 | 627 | New |
| 22 | Triumph Capital Management | $3,147 | 131 | Added |
| 23 | IFP Advisors, Inc | $1,586 | 66 | New |