| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $16.5M | 320,712 | Added |
| 2 | Wealth Alliance Advisory Group, LLC | $14.7M | 285,829 | Added |
| 3 | JPMORGAN CHASE & CO | $6.8M | 131,398 | Added |
| 4 | Advyzon Investment Management, LLC | $4.0M | 77,577 | Added |
| 5 | Clarity Retirement & Wealth, LLC | $3.7M | 72,039 | Added |
| 6 | Concurrent Investment Advisors, LLC | $3.0M | 57,694 | Trimmed |
| 7 | LPL Financial LLC | $2.6M | 50,239 | Added |
| 8 | HICKS CAPITAL MANAGEMENT LLC | $2.6M | 49,866 | Added |
| 9 | IHT Wealth Management, LLC | $1.8M | 34,815 | Added |
| 10 | Advisory Services Network, LLC | $1.6M | 31,629 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.5M | 28,575 | New |
| 12 | Avidian Wealth Enterprises, LLC | $1.5M | 28,300 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $1.1M | 21,461 | Added |
| 14 | Landmark Wealth Management, LLC | $1.0M | 20,305 | Added |
| 15 | Aptus Capital Advisors, LLC | $1.0M | 19,803 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $931,734 | 18,126 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $891,921 | 17,351 | New |
| 18 | Kestra Advisory Services, LLC | $733,547 | 14,228 | Added |
| 19 | JANE STREET GROUP, LLC | $719,664 | 14,000 | Trimmed |
| 20 | GAINLINE FINANCIAL PARTNERS, LLC | $694,688 | 13,514 | New |
| 21 | J.W. COLE ADVISORS, INC. | $666,060 | 12,957 | New |
| 22 | Cetera Investment Advisers | $632,700 | 12,308 | Added |
| 23 | PFG Advisors | $534,319 | 10,394 | Added |
| 24 | Elequin Capital, LP | $501,657 | 9,759 | New |
| 25 | Fifth Third Securities, Inc. | $467,525 | 9,095 | Added |