| 1 | ASSETMARK, INC | $5.6M | 116,923 | Added |
| 2 | Sowell Financial Services LLC | $5.5M | 116,092 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.0M | 104,035 | Added |
| 4 | AlphaStar Capital Management, LLC | $4.5M | 94,102 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 63,418 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.8M | 38,700 | Added |
| 7 | Range Financial Group LLC | $1.8M | 37,034 | Trimmed |
| 8 | MONEYWISE, INC. | $1.1M | 23,673 | Added |
| 9 | Revisor Wealth Management LLC | $1.1M | 21,862 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $1.0M | 21,020 | Trimmed |
| 11 | Ridgeline Wealth, LLC | $958,262 | 20,094 | Added |
| 12 | AMARILLO NATIONAL BANK | $841,442 | 17,644 | Hold |
| 13 | Turning Point Benefit Group, Inc. | $758,560 | 15,932 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $680,530 | 14,270 | Trimmed |
| 15 | Sterling Investment Advisors, Ltd. | $521,013 | 10,925 | Hold |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $519,201 | 10,887 | Added |
| 17 | RFG Advisory, LLC | $367,283 | 7,701 | Trimmed |
| 18 | Belpointe Asset Management LLC | $343,582 | 7,204 | Added |
| 19 | EverSource Wealth Advisors, LLC | $318,088 | 6,670 | Trimmed |
| 20 | Legacy Wealth Asset Management, LLC | $311,702 | 6,536 | Added |
| 21 | Strategic Blueprint, LLC | $286,479 | 6,007 | Trimmed |
| 22 | PRINCIPAL SECURITIES, INC. | $285,377 | 5,984 | Trimmed |
| 23 | SageOak Financial, LLC | $272,739 | 5,719 | Hold |
| 24 | Focus Financial Network, Inc. | $265,555 | 5,523 | Added |
| 25 | PFG Advisors | $236,256 | 4,954 | New |