| 1 | LPL Financial LLC | $23.1M | 268,316 | Trimmed |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 142,415 | Trimmed |
| 3 | 1900 WEALTH MANAGEMENT LLC | $6.5M | 75,387 | Trimmed |
| 4 | Creative Planning | $4.5M | 52,780 | Trimmed |
| 5 | Elevation Capital Advisory, LLC | $4.2M | 48,569 | New |
| 6 | Delos Wealth Advisors, LLC | $3.7M | 42,644 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 41,844 | Trimmed |
| 8 | MORGAN STANLEY | $2.5M | 29,579 | Trimmed |
| 9 | GOLDMAN SACHS GROUP INC | $2.5M | 28,934 | Added |
| 10 | Jaffetilchin Investment Partners, LLC | $2.3M | 26,690 | Hold |
| 11 | BANK OF AMERICA CORP /DE/ | $1.6M | 18,547 | Trimmed |
| 12 | IMC-Chicago, LLC | $1.5M | 17,801 | Added |
| 13 | Capital Investment Advisory Services, LLC | $1.5M | 17,704 | Trimmed |
| 14 | Avant Capital LLC | $1.4M | 16,029 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.3M | 15,477 | Added |
| 16 | PACIFIC SUN FINANCIAL CORP | $1.3M | 15,417 | Trimmed |
| 17 | HighTower Advisors, LLC | $1.1M | 13,119 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $1.0M | 12,110 | Added |
| 19 | OSAIC HOLDINGS, INC. | $1.0M | 11,759 | Trimmed |
| 20 | Caprock Group, LLC | $987,080 | 11,458 | Hold |
| 21 | Trek Financial, LLC | $819,006 | 9,507 | Hold |
| 22 | Sigma Planning Corp | $808,238 | 9,382 | Trimmed |
| 23 | Cetera Investment Advisers | $785,528 | 9,118 | Trimmed |
| 24 | PARTNERS WEALTH MANAGEMENT, LLC | $779,061 | 9,043 | Trimmed |
| 25 | IHT Wealth Management, LLC | $692,113 | 8,034 | Trimmed |