| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 159,971 | Added |
| 2 | OSAIC HOLDINGS, INC. | $5.5M | 136,915 | Trimmed |
| 3 | IFP Advisors, Inc | $3.9M | 96,054 | Added |
| 4 | Brookstone Capital Management | $3.2M | 78,909 | Trimmed |
| 5 | CENTRAL VALLEY ADVISORS, LLC | $3.2M | 78,462 | Trimmed |
| 6 | Kellett Wealth Advisors, LLC | $2.8M | 70,055 | Trimmed |
| 7 | Spire Wealth Management | $2.5M | 62,970 | Trimmed |
| 8 | RK Capital Management, LLC/FL | $2.5M | 62,133 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 59,594 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $2.4M | 58,538 | Trimmed |
| 11 | 4J Wealth Management LLC | $2.2M | 54,614 | Trimmed |
| 12 | HighTower Advisors, LLC | $2.0M | 48,952 | Hold |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 45,551 | Added |
| 14 | KFG WEALTH MANAGEMENT, LLC | $1.7M | 42,871 | Trimmed |
| 15 | AE Wealth Management LLC | $1.7M | 42,831 | Trimmed |
| 16 | LPL Financial LLC | $1.6M | 41,027 | Added |
| 17 | Trek Financial, LLC | $1.6M | 39,665 | Hold |
| 18 | O'Connor Financial Group LLC | $1.4M | 35,907 | Trimmed |
| 19 | IHT Wealth Management, LLC | $1.3M | 32,453 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 28,595 | Trimmed |
| 21 | MML INVESTORS SERVICES, LLC | $1.1M | 27,680 | Added |
| 22 | Creative Planning | $1.0M | 25,691 | Added |
| 23 | Castle Rock Wealth Management, LLC | $990,520 | 24,649 | Hold |
| 24 | OLD MISSION CAPITAL LLC | $964,201 | 24,009 | New |
| 25 | Triumph Capital Management | $961,591 | 23,944 | Added |