| 1 | Amplius Wealth Advisors, LLC | $71.3M | 936,549 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $52.5M | 689,142 | Added |
| 3 | Private Advisor Group, LLC | $28.8M | 378,325 | Added |
| 4 | Walker Asset Management, LLC | $6.1M | 80,745 | Added |
| 5 | Wealthcare Advisory Partners LLC | $5.3M | 69,812 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 68,714 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 51,969 | Added |
| 8 | Elevation Capital Advisory, LLC | $2.7M | 35,498 | Trimmed |
| 9 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.7M | 34,942 | Added |
| 10 | Prospera Financial Services Inc | $2.5M | 32,762 | Added |
| 11 | Avidian Wealth Enterprises, LLC | $2.2M | 28,381 | Hold |
| 12 | STEEL GROVE CAPITAL ADVISORS, LLC | $1.5M | 19,107 | Hold |
| 13 | First Heartland Consultants, Inc. | $1.4M | 17,997 | Added |
| 14 | AE Wealth Management LLC | $1.3M | 16,648 | Added |
| 15 | TITLEIST ASSET MANAGEMENT, LLC | $1.3M | 16,536 | Added |
| 16 | Kestra Advisory Services, LLC | $1.2M | 15,220 | Added |
| 17 | Concurrent Investment Advisors, LLC | $904,874 | 11,881 | Added |
| 18 | Signal Advisors Wealth, LLC | $899,650 | 11,813 | Added |
| 19 | HARMONY ASSET MANAGEMENT LLC | $867,698 | 11,393 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809,760 | 10,412 | Trimmed |
| 21 | Koshinski Asset Management, Inc. | $806,006 | 1,439 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $785,334 | 10,312 | Added |
| 23 | Spire Wealth Management | $731,904 | 9,610 | Added |
| 24 | DAVENPORT & Co LLC | $723,520 | 9,500 | Trimmed |
| 25 | Keystone Financial Group | $693,807 | 9,110 | Trimmed |