| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 376,381 | Trimmed |
| 2 | ACCESS FINANCIAL SERVICES, INC. | $5.5M | 160,448 | Trimmed |
| 3 | AMERICAN ASSET MANAGEMENT INC. | $3.4M | 99,779 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $2.3M | 68,564 | Trimmed |
| 5 | PARK AVENUE SECURITIES LLC | $2.2M | 64,084 | Hold |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.0M | 58,298 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 49,733 | Trimmed |
| 8 | Spire Wealth Management | $1.4M | 42,492 | Trimmed |
| 9 | Castle Rock Wealth Management, LLC | $1.4M | 40,567 | Trimmed |
| 10 | PFG Advisors | $1.3M | 37,681 | Trimmed |
| 11 | Focus Financial Network, Inc. | $898,924 | 26,404 | Added |
| 12 | Merit Financial Group, LLC | $640,475 | 18,813 | Trimmed |
| 13 | Crown Wealth Group, LLC | $622,649 | 18,289 | Hold |
| 14 | AE Wealth Management LLC | $458,348 | 13,463 | Added |
| 15 | Concurrent Investment Advisors, LLC | $317,878 | 9,337 | Hold |
| 16 | Forty-three Eighteen Advisors, LLC | $306,405 | 9,000 | Hold |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $298,030 | 8,754 | Hold |
| 18 | Diligent Investors, LLC | $287,850 | 8,455 | Added |
| 19 | RED CRANE WEALTH MANAGEMENT, LLC | $253,669 | 7,451 | Hold |
| 20 | Allegheny Financial Group | $236,639 | 6,950 | Hold |
| 21 | Farther Finance Advisors, LLC | $236,511 | 6,947 | Trimmed |
| 22 | Cypress Wealth Services, LLC | $216,935 | 6,372 | Hold |
| 23 | Elevated Capital Advisors, LLC | $90,287 | 2,652 | Hold |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $54,540 | 1,602 | Trimmed |
| 25 | ST GERMAIN D J CO INC | $18,827 | 553 | Hold |