| 1 | Luken Investment Analytics, LLC | $11.5M | 603,991 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $9.8M | 511,344 | Added |
| 3 | Garden State Investment Advisory Services LLC | $5.7M | 298,401 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $5.0M | 261,207 | Added |
| 5 | Insight Advisors, LLC/ PA | $4.0M | 211,387 | Added |
| 6 | SageGuard Financial Group, LLC | $4.0M | 207,445 | Added |
| 7 | Balboa Wealth Partners | $2.3M | 119,986 | Added |
| 8 | Cetera Investment Advisers | $2.0M | 106,087 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 95,544 | Added |
| 10 | Brookstone Capital Management | $1.8M | 93,993 | Trimmed |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 91,273 | Trimmed |
| 12 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 81,126 | Added |
| 13 | Capital Investment Advisory Services, LLC | $1.3M | 67,146 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 64,081 | Trimmed |
| 15 | Benson Wealth Management INC | $1.1M | 55,541 | Trimmed |
| 16 | OneDigital Investment Advisors LLC | $1.1M | 55,179 | Trimmed |
| 17 | Next Level Private LLC | $966,430 | 50,564 | Added |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $805,366 | 42,410 | Added |
| 19 | Kovack Advisors, Inc. | $716,056 | 37,707 | New |
| 20 | Southern Financial Group, LLC | $663,966 | 34,738 | Trimmed |
| 21 | LPL Financial LLC | $546,097 | 28,572 | New |
| 22 | JANE STREET GROUP, LLC | $504,736 | 26,408 | Trimmed |
| 23 | Clear Creek Financial Management, LLC | $494,797 | 25,888 | Hold |
| 24 | Integrated Wealth Concepts LLC | $488,486 | 25,558 | Added |
| 25 | HARBOUR INVESTMENTS, INC. | $413,357 | 21,627 | Hold |