| 1 | Pekin Hardy Strauss, Inc. | $7.0M | 162,217 | Added |
| 2 | Drum Hill Capital, LLC | $6.3M | 145,456 | Added |
| 3 | Holcombe Financial, Inc. | $4.3M | 99,238 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 69,391 | Trimmed |
| 5 | FSA Investment Group, LLC | $1.3M | 30,422 | Added |
| 6 | Catawba River Capital | $1.1M | 24,974 | Added |
| 7 | B. Riley Wealth Advisors, Inc. | $599,313 | 14,424 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $368,342 | 8,495 | Trimmed |
| 9 | PFG Advisors | $366,088 | 8,443 | Trimmed |
| 10 | Cambridge Advisors Inc. | $267,881 | 6,178 | Trimmed |
| 11 | Bright Futures Wealth Management, LLC. | $214,068 | 4,937 | New |
| 12 | Savvy Advisors, Inc. | $211,671 | 4,882 | Trimmed |
| 13 | AE Wealth Management LLC | $202,718 | 4,675 | Added |
| 14 | Reyes Financial Architecture, Inc. | $52,726 | 1,216 | New |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $26,016 | 600 | Hold |
| 16 | Farther Finance Advisors, LLC | $24,065 | 555 | Trimmed |
| 17 | Triumph Capital Management | $14,829 | 342 | Hold |
| 18 | POM Investment Strategies, LLC | $8,976 | 207 | Added |
| 19 | Decker Retirement Planning Inc. | $3,772 | 87 | New |
| 20 | Key Capital Management, INC | $3,035 | 70 | New |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2,125 | 49 | Hold |
| 22 | DHJJ Financial Advisors, Ltd. | $44 | 1 | Hold |
| 23 | Fortis Capital Advisors, LLC | $0 | 0 | Exited |
| 24 | Urban Wealth Management, LLC | $0 | 0 | Exited |
| 25 | Atlantic Edge Private Wealth Management, LLC | $0 | 0 | Exited |