| 1 | IHT Wealth Management, LLC | $8.2M | 185,887 | Added |
| 2 | LPL Financial LLC | $7.3M | 165,698 | Added |
| 3 | Vericrest Private Wealth | $6.1M | 137,147 | Added |
| 4 | Atria Investments, Inc | $5.5M | 124,735 | Trimmed |
| 5 | Mariner, LLC | $3.1M | 70,597 | Trimmed |
| 6 | NBC SECURITIES, INC. | $2.9M | 64,967 | Added |
| 7 | Oxinas Partners Wealth Management LLC | $2.2M | 48,728 | Added |
| 8 | RFG Advisory, LLC | $2.0M | 45,397 | Added |
| 9 | WealthPoint Financial, LLC | $1.7M | 38,686 | Hold |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.7M | 38,152 | Added |
| 11 | JANE STREET GROUP, LLC | $1.6M | 36,423 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $1.4M | 31,580 | Added |
| 13 | Concurrent Investment Advisors, LLC | $1.3M | 28,983 | Added |
| 14 | Private Advisor Group, LLC | $1.1M | 24,661 | Added |
| 15 | Bison Wealth, LLC | $973,830 | 22,067 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $781,551 | 17,681 | New |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $716,235 | 16,204 | Added |
| 18 | Vestmark Advisory Solutions, Inc. | $701,573 | 15,872 | Added |
| 19 | Empirical Asset Management, LLC | $620,660 | 14,041 | Added |
| 20 | Golden State Equity Partners | $579,221 | 13,104 | Added |
| 21 | Gateway Wealth Partners, LLC | $560,922 | 12,690 | Added |
| 22 | EJMK Ventures LLC | $530,069 | 11,992 | Trimmed |
| 23 | Cetera Investment Advisers | $431,599 | 9,764 | Added |
| 24 | PSI Advisors, LLC | $392,159 | 8,872 | New |
| 25 | Wealthcare Advisory Partners LLC | $342,565 | 7,750 | Trimmed |