| 1 | Cetera Investment Advisers | $3.4M | 84,761 | Added |
| 2 | WealthPlan Investment Management, LLC | $2.9M | 70,799 | Trimmed |
| 3 | WealthPLAN Partners, LLC | $1.6M | 39,682 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.3M | 31,078 | Added |
| 5 | LPL Financial LLC | $847,906 | 20,895 | Added |
| 6 | Next Level Private LLC | $745,221 | 18,365 | Hold |
| 7 | Janney Montgomery Scott LLC | $715,000 | 17,612 | Trimmed |
| 8 | Fermata Advisors, LLC | $642,344 | 15,829 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $555,166 | 13,681 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $391,100 | 9,638 | Added |
| 11 | SWEENEY & MICHEL, LLC | $310,671 | 8,000 | Hold |
| 12 | Stratos Wealth Advisors, LLC | $261,706 | 6,449 | New |
| 13 | NewEdge Advisors, LLC | $239,053 | 5,891 | New |
| 14 | Stratos Wealth Partners, LTD. | $217,100 | 5,350 | New |
| 15 | HARBOUR INVESTMENTS, INC. | $130,787 | 3,223 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $48,622 | 1,230 | Hold |
| 17 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $40,579 | 1,000 | New |
| 18 | BlackRock, Inc. | $26,661 | 657 | New |
| 19 | OSAIC HOLDINGS, INC. | $22,075 | 544 | New |
| 20 | Global Retirement Partners, LLC | $19,076 | 470 | Added |
| 21 | Capital Investment Advisory Services, LLC | $12,174 | 300 | New |
| 22 | Tripletail Wealth Management, LLC | $11,378 | 300 | New |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,058 | 100 | Hold |
| 24 | MORGAN STANLEY | $3,291 | 81 | Added |
| 25 | CoreCap Advisors, LLC | $1,258 | 31 | Trimmed |