| 1 | Banco Santander, S.A. | $13.7M | 197,040 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 119,498 | Added |
| 3 | Private Advisor Group, LLC | $8.3M | 119,124 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 115,397 | Trimmed |
| 5 | Cooper Financial Group | $5.0M | 72,107 | Added |
| 6 | Kellett Wealth Advisors, LLC | $5.0M | 71,282 | Added |
| 7 | Fermata Advisors, LLC | $3.6M | 52,280 | Added |
| 8 | Premier Path Wealth Partners, LLC | $3.5M | 49,922 | Added |
| 9 | DOPKINS WEALTH MANAGEMENT, LLC | $3.2M | 45,814 | Added |
| 10 | CITIGROUP INC | $2.6M | 37,995 | Trimmed |
| 11 | Williams & Novak, LLC | $2.4M | 35,073 | Added |
| 12 | Farther Finance Advisors, LLC | $2.1M | 30,707 | Trimmed |
| 13 | NEW WAVE WEALTH ADVISORS LLC | $2.0M | 29,121 | New |
| 14 | LOWERY THOMAS, LLC | $1.8M | 26,088 | Added |
| 15 | Spire Wealth Management | $1.8M | 25,756 | Trimmed |
| 16 | Bestgate Wealth Advisors, LLC | $1.7M | 24,275 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.7M | 24,098 | Added |
| 18 | OxenFree Capital LLC | $1.3M | 18,423 | Trimmed |
| 19 | SFM, LLC | $1.2M | 17,617 | Trimmed |
| 20 | Marshall Financial Group, LLC | $1.2M | 16,900 | Trimmed |
| 21 | Eagle Strategies LLC | $998,789 | 14,352 | Added |
| 22 | Del-Sette Capital Management, LLC | $855,760 | 12,298 | Trimmed |
| 23 | Institute for Wealth Management, LLC. | $643,012 | 9,240 | Hold |
| 24 | Armbruster Capital Management, Inc. | $632,851 | 9,094 | Hold |
| 25 | Southland Equity Partners LLC | $621,989 | 8,938 | Trimmed |