| 1 | Professional Financial Management, Inc. | $8.3M | 781,347 | Added |
| 2 | MATHER GROUP, LLC. | $2.6M | 245,958 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 189,689 | Added |
| 4 | Soltis Investment Advisors LLC | $1.7M | 160,571 | Trimmed |
| 5 | Persium Advisors, LLC | $1.5M | 144,900 | New |
| 6 | Philip James Wealth Mangement, LLC | $1.2M | 111,930 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $832,007 | 78,270 | Added |
| 8 | ZEGA Investments, LLC | $615,849 | 57,935 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $482,000 | 45,430 | Added |
| 10 | Farther Finance Advisors, LLC | $404,765 | 38,078 | Added |
| 11 | Fermata Advisors, LLC | $395,991 | 37,252 | New |
| 12 | Dynamic Advisor Solutions LLC | $344,497 | 32,408 | New |
| 13 | Southland Equity Partners LLC | $323,779 | 30,459 | Added |
| 14 | Firestone Capital Management | $314,148 | 29,553 | Hold |
| 15 | Avestar Capital, LLC | $270,789 | 25,474 | New |
| 16 | Gladstone Institutional Advisory LLC | $215,768 | 20,298 | Added |
| 17 | PRINCIPAL SECURITIES, INC. | $111,615 | 10,500 | New |
| 18 | AdvisorNet Financial, Inc | $36,333 | 3,418 | Hold |
| 19 | NBC SECURITIES, INC. | $21,260 | 2,000 | Hold |
| 20 | AE Wealth Management LLC | $8,913 | 838 | Trimmed |
| 21 | Triumph Capital Management | $3,189 | 300 | Hold |
| 22 | Noble Wealth Management PBC | $117 | 11 | Hold |
| 23 | FSA WEALTH PARTNERS, INC. | $0 | 0 | Exited |
| 24 | Ferguson Shapiro LLC | $0 | 0 | Exited |
| 25 | Beaumont Financial Advisors, LLC | $0 | 0 | Exited |