| 1 | Sequent Planning LLC | $10.8M | 407,015 | Added |
| 2 | LPL Financial LLC | $9.0M | 339,513 | Added |
| 3 | Cetera Investment Advisers | $6.0M | 226,880 | Added |
| 4 | Prosperity Financial Group, Inc. | $5.1M | 191,218 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 161,819 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $4.2M | 160,019 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.9M | 148,671 | Added |
| 8 | OSAIC HOLDINGS, INC. | $3.4M | 127,385 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 125,048 | Added |
| 10 | Migdal Insurance & Financial Holdings Ltd. | $3.3M | 123,812 | Trimmed |
| 11 | Capital CS Group, LLC | $3.1M | 116,102 | New |
| 12 | Maia Wealth LLC | $3.0M | 113,000 | New |
| 13 | Kestra Advisory Services, LLC | $3.0M | 112,199 | Trimmed |
| 14 | Jefferies Financial Group Inc. | $2.3M | 86,665 | New |
| 15 | Avantra Family Wealth, Inc. | $2.1M | 78,856 | Added |
| 16 | UPTICK PARTNERS, LLC | $1.6M | 58,884 | Added |
| 17 | AE Wealth Management LLC | $1.0M | 39,133 | New |
| 18 | Cambridge Investment Research Advisors, Inc. | $977,000 | 36,869 | Added |
| 19 | Harvest Investment Services, LLC | $973,587 | 36,753 | New |
| 20 | LANGLEY WEALTH MANAGEMENT, LLC | $966,911 | 36,501 | New |
| 21 | Diligent Investors, LLC | $946,620 | 35,735 | New |
| 22 | StoneX Group Inc. | $909,269 | 34,325 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $829,005 | 31,295 | New |
| 24 | Capital Analysts, LLC | $807,000 | 30,464 | Hold |
| 25 | Summit Financial, LLC | $627,601 | 23,692 | New |