| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 576,958 | Trimmed |
| 2 | Legacy CG, LLC | $17.1M | 564,487 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.4M | 145,492 | Added |
| 4 | Brookstone Capital Management | $3.8M | 126,340 | Trimmed |
| 5 | KFG WEALTH MANAGEMENT, LLC | $2.1M | 69,871 | Trimmed |
| 6 | Syntegra Private Wealth Group, LLC | $1.6M | 53,850 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $1.6M | 53,726 | Trimmed |
| 8 | Diligent Investors, LLC | $1.3M | 42,665 | Trimmed |
| 9 | MTM FINANCIAL GROUP, LLC | $1.2M | 40,755 | New |
| 10 | Cypress Wealth Services, LLC | $1.1M | 34,867 | Hold |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 34,322 | Added |
| 12 | MGO ONE SEVEN LLC | $1.0M | 33,998 | Trimmed |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $945,746 | 31,285 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $720,048 | 23,819 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $671,229 | 22,160 | Added |
| 16 | Spire Wealth Management | $655,628 | 21,688 | Trimmed |
| 17 | CENTRAL VALLEY ADVISORS, LLC | $654,721 | 21,658 | Hold |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $652,001 | 21,568 | New |
| 19 | Tempo Wealth, LLC | $645,894 | 21,366 | Hold |
| 20 | INTEGRITY ALLIANCE, LLC. | $466,963 | 15,447 | Trimmed |
| 21 | Sound Income Strategies, LLC | $431,926 | 14,288 | Hold |
| 22 | Maia Wealth LLC | $320,075 | 10,588 | Trimmed |
| 23 | AE Wealth Management LLC | $312,578 | 10,340 | Trimmed |
| 24 | Castle Rock Wealth Management, LLC | $311,488 | 10,298 | Trimmed |
| 25 | BIP Wealth, LLC | $247,886 | 8,200 | Hold |