| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 378,377 | Added |
| 2 | Modern Wealth Management, LLC | $10.4M | 362,437 | New |
| 3 | BIP Wealth, LLC | $8.9M | 308,886 | Added |
| 4 | Spectrum Asset Management, Inc. (NB/CA) | $7.2M | 252,509 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.4M | 189,723 | Trimmed |
| 6 | Legacy Capital Wealth Partners, LLC | $4.6M | 162,062 | Added |
| 7 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $4.4M | 153,873 | Trimmed |
| 8 | Cetera Investment Advisers | $3.3M | 114,004 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.2M | 111,086 | Added |
| 10 | OSAIC HOLDINGS, INC. | $1.6M | 57,143 | Trimmed |
| 11 | LPL Financial LLC | $1.4M | 47,184 | Trimmed |
| 12 | Janney Montgomery Scott LLC | $1.3M | 44,200 | Added |
| 13 | SILVER OAK SECURITIES, INCORPORATED | $1.2M | 41,581 | Added |
| 14 | Visionary Wealth Advisors | $1.2M | 40,201 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $1.1M | 37,813 | Trimmed |
| 16 | OLD MISSION CAPITAL LLC | $986,786 | 34,435 | Added |
| 17 | Ifrah Financial Services, Inc. | $896,288 | 31,277 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $874,489 | 30,417 | Added |
| 19 | SOA Wealth Advisors, LLC. | $764,269 | 26,670 | Added |
| 20 | Main Street Financial Solutions, LLC | $763,295 | 26,636 | Hold |
| 21 | Maia Wealth LLC | $615,398 | 21,475 | Trimmed |
| 22 | Fragasso Financial Advisors Inc | $583,676 | 20,368 | Added |
| 23 | Crusonia Wealth Advisors LLC | $583,475 | 20,361 | Hold |
| 24 | Claro Advisors LLC | $572,301 | 19,971 | Trimmed |
| 25 | Brookstone Capital Management | $535,447 | 18,685 | Trimmed |