| 1 | AMERIPRISE FINANCIAL INC | $41.1M | 2.2M | Added |
| 2 | LPL Financial LLC | $19.5M | 1.0M | Added |
| 3 | Spartan Wealth Advisory Services LLC | $10.4M | 551,014 | Added |
| 4 | Simplicity Wealth,LLC | $9.8M | 521,467 | New |
| 5 | Principle Wealth Partners LLC | $8.5M | 453,381 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $5.8M | 309,915 | Trimmed |
| 7 | IHT Wealth Management, LLC | $5.8M | 306,698 | Added |
| 8 | OSAIC HOLDINGS, INC. | $4.9M | 263,051 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.8M | 255,460 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 182,940 | Added |
| 11 | World Investment Advisors | $3.1M | 164,278 | Hold |
| 12 | JANE STREET GROUP, LLC | $3.0M | 158,492 | Added |
| 13 | CRUX WEALTH ADVISORS | $2.3M | 123,124 | Added |
| 14 | Cetera Investment Advisers | $2.3M | 120,525 | Trimmed |
| 15 | Private Advisor Group, LLC | $1.4M | 74,167 | New |
| 16 | Kestra Advisory Services, LLC | $1.4M | 73,499 | Trimmed |
| 17 | Janney Montgomery Scott LLC | $1.2M | 66,050 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $967,000 | 51,458 | Added |
| 19 | DAYMARK WEALTH PARTNERS, LLC | $809,378 | 43,063 | Added |
| 20 | Warner Group LLC | $744,548 | 39,614 | New |
| 21 | GOLDMAN SACHS GROUP INC | $659,009 | 35,063 | Trimmed |
| 22 | Axis Wealth Partners, LLC | $571,980 | 30,432 | Added |
| 23 | Westside Investment Management, Inc. | $388,117 | 20,650 | Hold |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $355,784 | 18,930 | Added |
| 25 | Essex Financial Services, Inc. | $252,956 | 13,459 | Added |