| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 296,856 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 295,404 | Added |
| 3 | Kestra Advisory Services, LLC | $7.6M | 171,033 | Trimmed |
| 4 | KRAEMATON INVESTMENT ADVISORS, INC | $1.8M | 41,417 | Trimmed |
| 5 | Noble Wealth Management PBC | $1.1M | 24,928 | Trimmed |
| 6 | Signal Advisors Wealth, LLC | $1.1M | 23,989 | Added |
| 7 | Diligent Investors, LLC | $865,764 | 19,497 | Trimmed |
| 8 | Blackhawk Capital Partners, LLC | $775,755 | 17,470 | Hold |
| 9 | VestGen Investment Management | $744,539 | 16,767 | Added |
| 10 | Atria Investments, Inc | $624,867 | 14,072 | Added |
| 11 | First Heartland Consultants, Inc. | $580,684 | 13,077 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $557,000 | 12,545 | Hold |
| 13 | SageGuard Financial Group, LLC | $447,469 | 10,077 | Trimmed |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $410,835 | 9,225 | Hold |
| 15 | Financial Guidance Group, Inc. | $364,121 | 8,200 | Hold |
| 16 | PFS Partners, LLC | $326,333 | 7,349 | Hold |
| 17 | QTR Family Wealth, LLC | $308,526 | 6,948 | Hold |
| 18 | Brookstone Capital Management | $306,128 | 6,894 | Trimmed |
| 19 | Envestnet Portfolio Solutions, Inc. | $292,940 | 6,597 | New |
| 20 | IFP Advisors, Inc | $288,499 | 6,497 | Hold |
| 21 | Chris Bulman Inc | $283,881 | 6,393 | Trimmed |
| 22 | WEALTHGARDEN F.S. LLC | $264,612 | 5,959 | Hold |
| 23 | Octavia Wealth Advisors, LLC | $222,247 | 5,005 | Hold |
| 24 | Cambridge Advisors Inc. | $212,034 | 4,775 | New |
| 25 | Integrity Financial Corp /WA | $208,926 | 4,705 | Trimmed |