| 1 | Orion Porfolio Solutions, LLC | $12.3M | 343,157 | Added |
| 2 | Brookstone Capital Management | $7.2M | 199,868 | Trimmed |
| 3 | Triad Wealth Partners, LLC | $7.0M | 193,349 | Added |
| 4 | SMART Wealth LLC | $6.0M | 167,620 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 136,038 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.9M | 135,822 | Added |
| 7 | OSAIC HOLDINGS, INC. | $4.2M | 115,813 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 86,922 | Added |
| 9 | Farther Finance Advisors, LLC | $2.7M | 75,174 | Trimmed |
| 10 | Cetera Investment Advisers | $2.7M | 75,012 | Added |
| 11 | Atria Investments, Inc | $2.6M | 71,413 | Trimmed |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.0M | 56,387 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.9M | 53,671 | Added |
| 14 | Encompass More Asset Management | $1.9M | 53,236 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 50,047 | Trimmed |
| 16 | Ameritas Advisory Services, LLC | $1.8M | 49,378 | Added |
| 17 | Brookwood Investment Group LLC | $1.4M | 38,350 | Added |
| 18 | RFG Advisory, LLC | $1.1M | 32,027 | Trimmed |
| 19 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $1.1M | 31,905 | Hold |
| 20 | Visionary Wealth Advisors | $1.1M | 30,736 | Trimmed |
| 21 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.1M | 29,609 | Added |
| 22 | Simplicity Wealth,LLC | $953,876 | 26,600 | New |
| 23 | MORGAN STANLEY | $926,085 | 25,825 | New |
| 24 | IHT Wealth Management, LLC | $845,866 | 23,588 | Trimmed |
| 25 | Concurrent Investment Advisors, LLC | $807,473 | 22,517 | Added |