| 1 | Compass Advisory Group LLC | $9.3M | 305,732 | Added |
| 2 | PRUDENTIAL FINANCIAL INC | $8.7M | 285,193 | Added |
| 3 | Long Island Wealth Management, Inc. | $5.0M | 163,247 | Added |
| 4 | Blue Water Asset Management | $4.9M | 159,830 | Trimmed |
| 5 | LeClair Wealth Partners LLC | $4.9M | 159,830 | New |
| 6 | AMERICAN ASSET MANAGEMENT INC. | $4.5M | 146,733 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 111,201 | Added |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $2.7M | 90,157 | Added |
| 9 | Spire Wealth Management | $2.5M | 80,906 | New |
| 10 | CENTAURUS FINANCIAL, INC. | $2.2M | 71,466 | Added |
| 11 | Kestra Advisory Services, LLC | $884,252 | 29,062 | Added |
| 12 | Cetera Investment Advisers | $384,620 | 12,641 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $355,350 | 11,679 | Added |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $347,378 | 11,417 | Added |
| 15 | Evergreen Wealth Solutions, LLC | $265,075 | 8,712 | New |
| 16 | RAYMOND JAMES FINANCIAL INC | $207,721 | 6,827 | New |
| 17 | DHJJ Financial Advisors, Ltd. | $164,455 | 5,405 | Hold |
| 18 | Advisory Services Network, LLC | $51,421 | 1,690 | New |
| 19 | NBC SECURITIES, INC. | $24,493 | 805 | New |
| 20 | ST GERMAIN D J CO INC | $17,526 | 576 | New |
| 21 | PNC Financial Services Group, Inc. | $15,426 | 507 | New |
| 22 | Royal Bank of Canada | $4,000 | 136 | Trimmed |
| 23 | UBS Group AG | $1,460 | 48 | New |