| 1 | Global View Capital Management LLC | $3.9M | 53,946 | New |
| 2 | Synergy Asset Management, LLC | $3.0M | 41,705 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.7M | 37,568 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 23,419 | Added |
| 5 | Berger Financial Group, Inc | $1.3M | 17,525 | Trimmed |
| 6 | Tempo Wealth, LLC | $1.2M | 16,603 | Trimmed |
| 7 | WILLNER & HELLER, LLC | $824,252 | 11,339 | Trimmed |
| 8 | Purus Wealth Management, LLC | $605,410 | 8,328 | Trimmed |
| 9 | FAS Wealth Partners, Inc. | $554,789 | 7,632 | Trimmed |
| 10 | Investors Research Corp | $534,239 | 7,349 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $489,183 | 6,729 | Trimmed |
| 12 | Commonwealth Financial Services, LLC | $450,123 | 6,192 | Hold |
| 13 | American Institute for Advanced Investment Management, LLP | $393,711 | 5,416 | Trimmed |
| 14 | Kaydan Wealth Management, Inc. | $323,126 | 4,445 | Hold |
| 15 | Trilogy Capital Inc. | $310,550 | 4,272 | Added |
| 16 | Belpointe Asset Management LLC | $286,884 | 3,946 | Trimmed |
| 17 | HCR Wealth Advisors | $235,093 | 3,234 | New |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $234,077 | 3,220 | New |
| 19 | RMR Wealth Builders | $211,563 | 2,910 | New |
| 20 | Focus Financial Network, Inc. | $211,105 | 2,904 | New |
| 21 | Fiduciary Alliance LLC | $204,853 | 2,818 | New |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $200,762 | 2,762 | New |
| 23 | Collier Financial | $81,216 | 1,117 | Hold |
| 24 | TRUST CO OF TOLEDO NA /OH/ | $70,877 | 975 | Hold |
| 25 | Key Financial Inc | $49,969 | 687 | Hold |