| 1 | NewEdge Advisors, LLC | $12.4M | 395,134 | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $7.8M | 247,739 | Added |
| 3 | D.B. Root & Company, LLC | $7.3M | 230,782 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.3M | 199,459 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $6.1M | 192,800 | Trimmed |
| 6 | CreativeOne Wealth, LLC | $4.7M | 150,052 | Added |
| 7 | Cetera Investment Advisers | $4.2M | 134,639 | Added |
| 8 | Mutual Advisors, LLC | $3.7M | 118,211 | Added |
| 9 | BLVD Private Wealth, LLC | $3.6M | 115,241 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.2M | 71,172 | Added |
| 11 | CENTAURUS FINANCIAL, INC. | $1.8M | 56,847 | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 55,774 | Trimmed |
| 13 | BFI Wealth Solutions, LLC | $1.3M | 42,169 | New |
| 14 | Kestra Advisory Services, LLC | $1.0M | 32,611 | Added |
| 15 | Pitti Group Wealth Management, LLC | $918,209 | 29,168 | Added |
| 16 | HARBOUR INVESTMENTS, INC. | $759,990 | 24,142 | Trimmed |
| 17 | Bright Futures Wealth Management, LLC. | $750,326 | 23,835 | Trimmed |
| 18 | ARQ WEALTH ADVISORS, LLC | $619,715 | 19,605 | Added |
| 19 | AE Wealth Management LLC | $575,580 | 18,284 | Trimmed |
| 20 | WEALTHGARDEN F.S. LLC | $522,844 | 16,609 | Trimmed |
| 21 | Ameritas Advisory Services, LLC | $472,200 | 15,000 | New |
| 22 | Sugar Maple Asset Management, LLC | $381,538 | 12,120 | Hold |
| 23 | NewEdge Wealth, LLC | $368,883 | 11,718 | Trimmed |
| 24 | Belpointe Asset Management LLC | $334,223 | 10,617 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $326,920 | 10,385 | Trimmed |