| 1 | Berman McAleer LLC | $77.2M | 2.2M | Trimmed |
| 2 | Ameritas Advisory Services, LLC | $51.9M | 1.5M | Added |
| 3 | Royal Bank of Canada | $33.1M | 954,702 | Added |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $24.2M | 698,812 | Trimmed |
| 5 | LPL Financial LLC | $16.7M | 480,786 | Added |
| 6 | Cetera Investment Advisers | $14.8M | 427,633 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $13.9M | 401,022 | Trimmed |
| 8 | UBS Group AG | $10.4M | 301,095 | Trimmed |
| 9 | Stratos Wealth Partners, LTD. | $9.7M | 278,915 | Trimmed |
| 10 | Octavia Wealth Advisors, LLC | $9.4M | 271,431 | Added |
| 11 | PARTNERS WEALTH MANAGEMENT, LLC | $7.7M | 221,209 | Added |
| 12 | OSAIC HOLDINGS, INC. | $7.6M | 219,294 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 174,161 | Trimmed |
| 14 | WealthPlan Investment Management, LLC | $5.0M | 143,079 | Trimmed |
| 15 | Global Retirement Partners, LLC | $3.9M | 112,278 | Trimmed |
| 16 | WealthPLAN Partners, LLC | $2.9M | 84,406 | Trimmed |
| 17 | INTEGRITY ALLIANCE, LLC. | $2.1M | 60,735 | Added |
| 18 | NewEdge Advisors, LLC | $2.0M | 59,081 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 58,735 | New |
| 20 | RAYMOND JAMES FINANCIAL INC | $2.0M | 58,256 | Trimmed |
| 21 | FIRETHORN WEALTH PARTNERS, LLC | $1.8M | 51,768 | Added |
| 22 | Empirical Asset Management, LLC | $1.6M | 45,419 | Added |
| 23 | Goldstone Financial Group, LLC | $1.0M | 29,492 | Trimmed |
| 24 | Avior Wealth Management, LLC | $894,270 | 25,801 | Hold |
| 25 | Prime Capital Investment Advisors, LLC | $791,340 | 22,832 | Trimmed |