| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 378,377 | Added |
| 2 | BIP Wealth, LLC | $8.9M | 308,886 | Added |
| 3 | Spectrum Asset Management, Inc. (NB/CA) | $7.2M | 252,509 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $3.2M | 111,086 | Added |
| 5 | Kestra Advisory Services, LLC | $1.1M | 37,813 | Trimmed |
| 6 | Ifrah Financial Services, Inc. | $896,288 | 31,277 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $874,489 | 30,417 | Added |
| 8 | SOA Wealth Advisors, LLC. | $764,269 | 26,670 | Added |
| 9 | Maia Wealth LLC | $615,398 | 21,475 | Trimmed |
| 10 | Fragasso Financial Advisors Inc | $583,676 | 20,368 | Added |
| 11 | Crusonia Wealth Advisors LLC | $583,475 | 20,361 | Hold |
| 12 | Claro Advisors LLC | $572,301 | 19,971 | Trimmed |
| 13 | Brookstone Capital Management | $535,447 | 18,685 | Trimmed |
| 14 | Avidian Wealth Enterprises, LLC | $494,869 | 17,269 | Hold |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $491,058 | 17,136 | Added |
| 16 | Lionshead Wealth Management, LLC | $424,259 | 14,805 | Trimmed |
| 17 | Diligent Investors, LLC | $399,644 | 13,946 | Hold |
| 18 | Signature Equity Partners, LLC | $398,555 | 13,908 | Trimmed |
| 19 | Kovack Advisors, Inc. | $389,976 | 13,626 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $369,468 | 12,893 | Hold |
| 21 | WINNOW WEALTH LLC | $329,444 | 11,496 | Trimmed |
| 22 | Spire Wealth Management | $314,878 | 10,988 | Trimmed |
| 23 | HBW ADVISORY SERVICES LLC | $310,178 | 10,824 | New |
| 24 | DHJJ Financial Advisors, Ltd. | $292,641 | 10,212 | Hold |
| 25 | Ignite Planners, LLC | $271,664 | 9,480 | Added |