| 1 | Trinity Legacy Partners, LLC | $10.0M | 387,313 | Added |
| 2 | HOWARD WEALTH MANAGEMENT, LLC | $4.2M | 160,988 | Added |
| 3 | RPg Family Wealth Advisory, LLC | $3.9M | 150,630 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 127,338 | Added |
| 5 | Turning Point Benefit Group, Inc. | $2.4M | 93,853 | Added |
| 6 | Milestones Private Investment Advisors LLC | $2.4M | 91,115 | Trimmed |
| 7 | Prospera Financial Services Inc | $1.8M | 67,984 | Added |
| 8 | Brookstone Capital Management | $785,973 | 30,451 | Trimmed |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $679,013 | 26,307 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $669,000 | 25,906 | Trimmed |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $649,555 | 25,166 | Trimmed |
| 12 | MGO ONE SEVEN LLC | $601,598 | 23,308 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $581,944 | 22,546 | Added |
| 14 | HUB Investment Partners, LLC | $504,729 | 19,555 | Added |
| 15 | Segment Wealth Management, LLC | $457,631 | 17,730 | Hold |
| 16 | 4Thought Financial Group Inc. | $439,084 | 17,011 | Added |
| 17 | AlphaStar Capital Management, LLC | $387,244 | 15,003 | Added |
| 18 | Farther Finance Advisors, LLC | $357,560 | 13,853 | Added |
| 19 | Valtinson Bruner Financial Planning LLC | $304,448 | 11,795 | Added |
| 20 | Meriwether Wealth & Planning, LLC | $257,466 | 9,975 | Hold |
| 21 | Wealth Quarterback LLC | $244,832 | 9,486 | Added |
| 22 | Net Worth Advisory Group | $236,909 | 9,179 | Trimmed |
| 23 | Savvy Advisors, Inc. | $222,163 | 8,607 | New |
| 24 | Key Financial Inc | $211,780 | 8,205 | Hold |
| 25 | GILPIN WEALTH MANAGEMENT, LLC | $52,758 | 2,044 | Hold |