| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 576,958 | Trimmed |
| 2 | Legacy CG, LLC | $17.1M | 564,487 | Added |
| 3 | Brookstone Capital Management | $3.8M | 126,340 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $2.7M | 89,818 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.2M | 72,746 | Trimmed |
| 6 | KFG WEALTH MANAGEMENT, LLC | $2.1M | 69,871 | Trimmed |
| 7 | Cetera Investment Advisers | $2.0M | 66,932 | Trimmed |
| 8 | LPL Financial LLC | $1.9M | 63,187 | Added |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 53,934 | Trimmed |
| 10 | Syntegra Private Wealth Group, LLC | $1.6M | 53,850 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $1.6M | 53,726 | Trimmed |
| 12 | HighTower Advisors, LLC | $1.4M | 44,824 | Added |
| 13 | Diligent Investors, LLC | $1.3M | 42,665 | Trimmed |
| 14 | MTM FINANCIAL GROUP, LLC | $1.2M | 40,755 | Trimmed |
| 15 | Waverly Advisors, LLC | $1.1M | 36,479 | Hold |
| 16 | Cypress Wealth Services, LLC | $1.1M | 34,867 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 34,322 | Added |
| 18 | MGO ONE SEVEN LLC | $1.0M | 33,998 | Trimmed |
| 19 | KINGSWOOD WEALTH ADVISORS, LLC | $945,746 | 31,285 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $746,368 | 24,690 | Added |
| 21 | Trek Financial, LLC | $723,374 | 23,929 | Trimmed |
| 22 | Farther Finance Advisors, LLC | $720,048 | 23,819 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $671,229 | 22,160 | Added |
| 24 | Atlantic Private Wealth, LLC | $657,503 | 21,750 | Trimmed |
| 25 | Spire Wealth Management | $655,628 | 21,688 | Trimmed |