| 1 | Sowell Financial Services LLC | $17.1M | 883,234 | Added |
| 2 | Insight Wealth Strategies, LLC | $16.1M | 831,758 | New |
| 3 | Sound Income Strategies, LLC | $14.4M | 738,623 | Added |
| 4 | Whitcomb & Hess, Inc. | $13.9M | 715,864 | Added |
| 5 | Inspire Advisors, LLC | $12.9M | 662,616 | Added |
| 6 | LPL Financial LLC | $6.2M | 321,888 | Added |
| 7 | Royal Fund Management, LLC | $5.1M | 260,698 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $5.0M | 256,140 | Added |
| 9 | Advisory Alpha, LLC | $4.5M | 231,148 | Added |
| 10 | JANE STREET GROUP, LLC | $3.8M | 196,911 | Added |
| 11 | Baker Avenue Asset Management, LP | $3.8M | 195,382 | Trimmed |
| 12 | Kingsview Wealth Management, LLC | $2.7M | 140,378 | Added |
| 13 | Philadelphia Investment Partners, LLC | $2.0M | 103,508 | New |
| 14 | Simplicity Wealth,LLC | $1.9M | 98,597 | Trimmed |
| 15 | HighTower Advisors, LLC | $1.8M | 92,776 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $1.6M | 83,237 | Added |
| 17 | GUGGENHEIM CAPITAL LLC | $1.3M | 68,962 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.2M | 60,454 | Added |
| 19 | Perigon Wealth Management, LLC | $1.2M | 59,562 | New |
| 20 | Cambria Investment Management, L.P. | $1.2M | 59,501 | Added |
| 21 | Cetera Investment Advisers | $1.0M | 52,799 | Added |
| 22 | Belpointe Asset Management LLC | $988,842 | 50,945 | New |
| 23 | Fortis Capital Advisors, LLC | $988,842 | 50,945 | New |
| 24 | GeoWealth Management, LLC | $853,109 | 43,952 | Trimmed |
| 25 | MORGAN STANLEY | $776,617 | 40,011 | Trimmed |