| 1 | LPL Financial LLC | $29.3M | 104,624 | Added |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $21.7M | 77,330 | Added |
| 3 | Steward Partners Investment Advisory, LLC | $7.3M | 26,176 | Added |
| 4 | Mariner, LLC | $7.0M | 24,845 | Added |
| 5 | Professional Financial Advisors, LLC | $6.1M | 21,739 | Added |
| 6 | MORGAN STANLEY | $5.7M | 20,388 | Trimmed |
| 7 | Western Wealth Management, LLC | $2.3M | 8,236 | Trimmed |
| 8 | Lifetime Wealth Management P.C. | $1.9M | 6,906 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $1.7M | 5,896 | Trimmed |
| 10 | Royal Bank of Canada | $1.5M | 5,422 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $1.4M | 4,985 | Trimmed |
| 12 | Ethos Capital Management, Inc. | $1.3M | 4,742 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 4,604 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.2M | 4,458 | Trimmed |
| 15 | Gateway Wealth Partners, LLC | $1.2M | 4,280 | Added |
| 16 | Kestra Advisory Services, LLC | $848,108 | 3,027 | Trimmed |
| 17 | IFP Advisors, Inc | $696,847 | 2,487 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $649,778 | 2,319 | Trimmed |
| 19 | Southland Equity Partners LLC | $577,764 | 2,062 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $522,000 | 1,863 | Trimmed |
| 21 | Centurion Wealth Management LLC | $493,803 | 1,762 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $372,697 | 1,330 | Added |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $316,901 | 1,131 | Hold |
| 24 | Chicago Partners Investment Group LLC | $282,272 | 904 | Added |
| 25 | AE Wealth Management LLC | $275,345 | 983 | Added |