| 1 | Kestra Advisory Services, LLC | $6.8M | 235,838 | Added |
| 2 | Allianz SE | $5.7M | 197,080 | Trimmed |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $5.5M | 192,604 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.7M | 164,259 | Added |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | $4.2M | 145,350 | Added |
| 6 | NewEdge Advisors, LLC | $3.7M | 129,064 | Added |
| 7 | AE Wealth Management LLC | $2.7M | 92,383 | Trimmed |
| 8 | HUNTINGTON NATIONAL BANK | $2.3M | 0 | Trimmed |
| 9 | Cetera Investment Advisers | $2.1M | 73,137 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,343 | Added |
| 11 | OSAIC HOLDINGS, INC. | $1.2M | 40,404 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 39,423 | Added |
| 13 | CENTAURUS FINANCIAL, INC. | $841,000 | 29,295 | Added |
| 14 | World Investment Advisors | $732,052 | 25,504 | New |
| 15 | Compound Planning, Inc. | $600,733 | 20,929 | Hold |
| 16 | Castle Rock Wealth Management, LLC | $573,797 | 19,999 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $566,260 | 19,728 | Trimmed |
| 18 | CreativeOne Wealth, LLC | $506,673 | 17,652 | Added |
| 19 | BridgePort Financial Solutions, LLC | $426,016 | 14,842 | Added |
| 20 | Mosley Wealth Management | $377,708 | 13,159 | Added |
| 21 | Diversify Advisory Services, LLC | $311,883 | 10,850 | New |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $311,883 | 10,850 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $308,562 | 10,750 | New |
| 24 | RAYMOND JAMES FINANCIAL INC | $300,553 | 10,471 | Added |
| 25 | Carmel Capital Partners, LLC | $281,006 | 9,790 | New |