| 1 | MGO ONE SEVEN LLC | $3.0M | 114,898 | Trimmed |
| 2 | Cetera Investment Advisers | $2.6M | 99,950 | Trimmed |
| 3 | Lionshead Wealth Management, LLC | $2.1M | 81,158 | Trimmed |
| 4 | LPL Financial LLC | $1.8M | 69,854 | Added |
| 5 | OSAIC HOLDINGS, INC. | $1.7M | 64,030 | Trimmed |
| 6 | SMART Wealth LLC | $1.6M | 61,986 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.5M | 57,501 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 43,964 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 40,299 | Trimmed |
| 10 | BFI Wealth Solutions, LLC | $1.0M | 39,438 | Added |
| 11 | Kestra Advisory Services, LLC | $950,199 | 36,117 | Added |
| 12 | NorthCrest Asset Manangement, LLC | $918,687 | 34,726 | Trimmed |
| 13 | First Heartland Consultants, Inc. | $841,885 | 32,000 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $769,904 | 29,264 | Trimmed |
| 15 | Arkadios Wealth Advisors | $711,814 | 27,056 | Trimmed |
| 16 | Ignite Planners, LLC | $689,424 | 26,205 | Trimmed |
| 17 | Grantvest Financial Group LLC | $598,817 | 22,761 | Added |
| 18 | SOA Wealth Advisors, LLC. | $499,343 | 18,980 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $491,266 | 18,673 | New |
| 20 | FSB PREMIER WEALTH MANAGEMENT, INC. | $435,281 | 16,545 | Trimmed |
| 21 | FORTRESS PRIVATE LEDGER, LLC | $345,936 | 13,149 | Trimmed |
| 22 | Fragasso Financial Advisors Inc | $342,545 | 12,914 | Hold |
| 23 | Avidian Wealth Enterprises, LLC | $337,543 | 12,830 | Hold |
| 24 | Mariner, LLC | $328,861 | 12,500 | Hold |
| 25 | Evergreen Wealth Solutions, LLC | $318,364 | 12,101 | New |