| 1 | CX Institutional | $49.5M | 927,556 | Trimmed |
| 2 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $10.4M | 195,187 | Added |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.0M | 169,378 | Added |
| 4 | Brookstone Capital Management | $8.9M | 166,836 | New |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $4.8M | 89,116 | Added |
| 6 | SageGuard Financial Group, LLC | $4.7M | 89,000 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 87,030 | Added |
| 8 | Compass Financial Services Inc | $3.4M | 63,380 | Trimmed |
| 9 | Prospera Financial Services Inc | $3.2M | 60,377 | Added |
| 10 | Colonial River Investments, LLC | $2.0M | 37,225 | New |
| 11 | Peck Wealth Management, LLC | $2.0M | 37,045 | Added |
| 12 | Kestra Advisory Services, LLC | $1.9M | 36,545 | Added |
| 13 | Wealthcare Advisory Partners LLC | $1.9M | 35,796 | Trimmed |
| 14 | Private Advisor Group, LLC | $1.6M | 29,811 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 27,857 | New |
| 16 | Gateway Wealth Partners, LLC | $1.3M | 23,719 | Trimmed |
| 17 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M | 20,472 | Added |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $1.1M | 19,809 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $991,000 | 18,578 | Added |
| 20 | Joel Isaacson & Co., LLC | $694,622 | 13,020 | Added |
| 21 | IFP Advisors, Inc | $621,047 | 11,641 | Added |
| 22 | NBC SECURITIES, INC. | $502,364 | 9,416 | Added |
| 23 | Gladstone Institutional Advisory LLC | $486,989 | 9,128 | New |
| 24 | Northstar Advisory Group, LLC | $413,729 | 7,755 | Hold |
| 25 | WINNOW WEALTH LLC | $361,667 | 6,779 | New |