| 1 | CWM, LLC | $77.0M | 1.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $53.1M | 1.2M | Added |
| 3 | WealthPlan Investment Management, LLC | $10.4M | 229,310 | Added |
| 4 | Cetera Investment Advisers | $9.2M | 203,070 | Added |
| 5 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $6.8M | 149,652 | New |
| 6 | LPL Financial LLC | $5.3M | 117,246 | Added |
| 7 | MORGAN STANLEY | $4.0M | 88,503 | Added |
| 8 | Private Advisor Group, LLC | $3.4M | 75,456 | Added |
| 9 | Goldstone Financial Group, LLC | $2.7M | 59,939 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 55,293 | Added |
| 11 | Atria Investments, Inc | $2.4M | 53,545 | Added |
| 12 | Kestra Advisory Services, LLC | $1.9M | 42,428 | Added |
| 13 | Smartleaf Asset Management LLC | $1.8M | 40,485 | Added |
| 14 | Vestmark Advisory Solutions, Inc. | $1.7M | 37,278 | Added |
| 15 | Millington Financial Advisors, LLC | $1.5M | 33,078 | Added |
| 16 | Barnes Wealth Management Group, Inc | $1.5M | 33,382 | Added |
| 17 | Mariner, LLC | $1.4M | 30,815 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 27,656 | Added |
| 19 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 26,706 | New |
| 20 | JPMORGAN CHASE & CO | $1.2M | 26,414 | Trimmed |
| 21 | Oxinas Partners Wealth Management LLC | $976,313 | 21,439 | Added |
| 22 | OSAIC HOLDINGS, INC. | $902,961 | 19,829 | Added |
| 23 | NBC SECURITIES, INC. | $879,794 | 19,319 | Trimmed |
| 24 | Vericrest Private Wealth | $840,486 | 18,456 | Added |
| 25 | NewSquare Capital LLC | $742,165 | 16,297 | Added |