| 1 | HOLLENCREST CAPITAL MANAGEMENT | $40.0M | 1.4M | Added |
| 2 | CENTRAL VALLEY ADVISORS, LLC | $12.5M | 427,688 | Added |
| 3 | Prasad Wealth Partners, LLC | $9.3M | 318,818 | Added |
| 4 | Mutual Advisors, LLC | $8.7M | 299,219 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.2M | 280,085 | Trimmed |
| 6 | SMART Wealth LLC | $6.1M | 208,773 | Trimmed |
| 7 | Cetera Investment Advisers | $5.7M | 195,862 | Added |
| 8 | Sovran Advisors, LLC | $4.4M | 145,899 | Added |
| 9 | CENTAURUS FINANCIAL, INC. | $4.2M | 144,611 | Added |
| 10 | Farther Finance Advisors, LLC | $3.2M | 108,620 | Added |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $3.0M | 102,612 | Added |
| 12 | Beacon Pointe Advisors, LLC | $2.9M | 99,976 | New |
| 13 | Kestra Advisory Services, LLC | $2.6M | 88,559 | Added |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 69,140 | Trimmed |
| 15 | CreativeOne Wealth, LLC | $2.0M | 68,070 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.9M | 66,287 | Trimmed |
| 17 | PlanVest Financial, Inc | $1.7M | 59,351 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 57,806 | Added |
| 19 | OSAIC HOLDINGS, INC. | $1.6M | 54,609 | Added |
| 20 | OPTIMA CAPITAL LLC | $1.5M | 51,180 | Hold |
| 21 | Brookstone Capital Management | $1.3M | 43,787 | Trimmed |
| 22 | Kingsview Wealth Management, LLC | $1.1M | 38,069 | Added |
| 23 | CRUX WEALTH ADVISORS | $1.0M | 35,423 | Added |
| 24 | HighTower Advisors, LLC | $777,453 | 26,616 | Added |
| 25 | Crown Wealth Group, LLC | $758,262 | 25,959 | Trimmed |