| 1 | Outlook Wealth Advisors, LLC | $16.9M | 320,071 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 223,188 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $4.0M | 75,036 | Trimmed |
| 4 | Lantz Financial LLC | $3.3M | 63,431 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 61,070 | Trimmed |
| 6 | Diligent Investors, LLC | $2.7M | 51,949 | Trimmed |
| 7 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.5M | 47,537 | Hold |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.4M | 45,276 | Added |
| 9 | WealthPLAN Partners, LLC | $2.0M | 38,080 | Trimmed |
| 10 | DHJJ Financial Advisors, Ltd. | $1.8M | 35,065 | Trimmed |
| 11 | Maltin Wealth Management, Inc. | $1.3M | 23,834 | Hold |
| 12 | My Personal CFO, LLC | $1.2M | 23,610 | Hold |
| 13 | Global Assets Advisory, LLC | $1.2M | 21,768 | New |
| 14 | Brookstone Capital Management | $1.1M | 21,012 | Trimmed |
| 15 | TopTier Wealth Management, LLC | $904,900 | 17,161 | Trimmed |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $862,083 | 16,349 | Trimmed |
| 17 | Fragasso Financial Advisors Inc | $792,585 | 15,031 | Trimmed |
| 18 | Strategic Blueprint, LLC | $768,065 | 14,566 | Trimmed |
| 19 | Pinnacle Wealth Management Group, Inc. | $739,802 | 14,030 | Hold |
| 20 | Chris Bulman Inc | $688,971 | 13,066 | Trimmed |
| 21 | Berkshire Money Management, Inc. | $668,986 | 12,687 | Hold |
| 22 | Spire Wealth Management | $612,406 | 11,614 | Trimmed |
| 23 | Concurrent Investment Advisors, LLC | $601,227 | 11,402 | Hold |
| 24 | Chicago Partners Investment Group LLC | $565,312 | 10,716 | Hold |
| 25 | BCGM Wealth Management, LLC | $527,300 | 10,000 | Hold |