| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 318,342 | Trimmed |
| 2 | BROWN WEALTH MANAGEMENT, LLC | $10.1M | 275,784 | Trimmed |
| 3 | KFG WEALTH MANAGEMENT, LLC | $9.1M | 248,305 | Trimmed |
| 4 | Lineweaver Wealth Advisors, LLC | $7.6M | 206,063 | Hold |
| 5 | AE Wealth Management LLC | $5.7M | 154,297 | Added |
| 6 | Krilogy Financial LLC | $3.8M | 104,078 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 76,628 | Added |
| 8 | Farther Finance Advisors, LLC | $2.3M | 63,870 | Hold |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.9M | 51,113 | Added |
| 10 | EVOLUTION WEALTH MANAGEMENT INC. | $1.5M | 41,530 | Trimmed |
| 11 | WEALTHGARDEN F.S. LLC | $1.3M | 34,434 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $1.2M | 31,699 | Added |
| 13 | Addison Capital Co | $994,724 | 27,042 | Added |
| 14 | Mosley Wealth Management | $798,970 | 21,720 | Added |
| 15 | William Mack & Associates, Inc. | $786,390 | 21,378 | Hold |
| 16 | SOUTHERN CAPITAL ADVISORS, LLC | $706,402 | 19,204 | Added |
| 17 | Cambridge Advisors Inc. | $669,671 | 18,205 | Trimmed |
| 18 | Modera Wealth Management, LLC | $478,941 | 13,020 | Hold |
| 19 | Cambridge Investment Research Advisors, Inc. | $430,000 | 11,672 | New |
| 20 | Capital Investment Advisory Services, LLC | $426,448 | 11,593 | Added |
| 21 | Opus Financial Solutions LLC | $417,878 | 11,360 | Trimmed |
| 22 | Cape Investment Advisory, Inc. | $338,422 | 9,200 | Hold |
| 23 | Pine Valley Investments Ltd Liability Co | $240,538 | 6,539 | New |
| 24 | RIVERCHASE WEALTH MANAGEMENT, LLC | $229,428 | 6,237 | New |
| 25 | Stegent Equity Advisors, Inc. | $226,375 | 6,154 | Hold |