| 1 | Kestra Advisory Services, LLC | $14.3M | 300,517 | Added |
| 2 | ASSETMARK, INC | $11.4M | 240,093 | Trimmed |
| 3 | Advocacy Wealth Management, LLC | $9.4M | 198,529 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 120,269 | Added |
| 5 | Prospera Financial Services Inc | $4.8M | 100,127 | Added |
| 6 | TRUIST FINANCIAL CORP | $4.5M | 95,226 | Trimmed |
| 7 | Berbice Capital Management LLC | $3.6M | 74,959 | Added |
| 8 | AdvisorNet Financial, Inc | $3.3M | 70,345 | Trimmed |
| 9 | CLG LLC | $3.3M | 68,756 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.6M | 55,236 | Added |
| 11 | WADDELL & ASSOCIATES, LLC | $2.6M | 54,099 | Added |
| 12 | Private Advisor Group, LLC | $2.4M | 49,506 | Trimmed |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.2M | 45,508 | Added |
| 14 | NWAM LLC | $1.4M | 28,709 | Added |
| 15 | Belpointe Asset Management LLC | $1.1M | 23,499 | Trimmed |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 22,602 | New |
| 17 | WMG Financial Advisors, LLC | $965,302 | 20,335 | Added |
| 18 | Kovack Advisors, Inc. | $956,888 | 20,597 | Added |
| 19 | Bison Wealth, LLC | $935,969 | 21,350 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $874,915 | 18,431 | Added |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $796,748 | 16,784 | Added |
| 22 | INTEGRITY ALLIANCE, LLC. | $761,392 | 16,039 | Added |
| 23 | Waldron Private Wealth LLC | $741,524 | 15,621 | Hold |
| 24 | Bryn Mawr Trust Advisors, LLC | $598,359 | 12,605 | Trimmed |
| 25 | Gateway Wealth Partners, LLC | $539,343 | 11,362 | Trimmed |