| 1 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 253,024 | Added |
| 2 | CAPITAL WEALTH MANAGEMENT, LLC | $9.3M | 235,709 | Added |
| 3 | DIVERSIFY WEALTH MANAGEMENT, LLC | $7.8M | 200,219 | Added |
| 4 | Syntegra Private Wealth Group, LLC | $7.5M | 191,269 | Trimmed |
| 5 | COLUMBIA ADVISORY PARTNERS LLC | $7.4M | 188,191 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 168,722 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.5M | 139,190 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $4.8M | 122,906 | Added |
| 9 | KFG WEALTH MANAGEMENT, LLC | $4.5M | 115,479 | Trimmed |
| 10 | Brookstone Capital Management | $4.4M | 111,396 | Added |
| 11 | Encompass More Asset Management | $3.4M | 85,704 | Added |
| 12 | Heritage Wealth Management, Inc. | $3.3M | 85,010 | Added |
| 13 | Kathmere Capital Management, LLC | $3.2M | 80,399 | Trimmed |
| 14 | OPTIMA CAPITAL LLC | $3.0M | 75,844 | Added |
| 15 | MTM FINANCIAL GROUP, LLC | $2.6M | 65,588 | New |
| 16 | Bedel Financial Consulting, Inc. | $2.4M | 61,726 | Added |
| 17 | Caliber Wealth Management, LLC / KS | $1.9M | 49,314 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $1.9M | 47,464 | New |
| 19 | Diligent Investors, LLC | $1.5M | 38,160 | Trimmed |
| 20 | Balance Wealth, LLC | $1.3M | 32,371 | Trimmed |
| 21 | FORONJY FINANCIAL LLC | $1.0M | 26,118 | Added |
| 22 | CONTINUUM WEALTH ADVISORS, LLC | $997,688 | 25,380 | Hold |
| 23 | Atria Investments, Inc | $941,946 | 23,962 | Added |
| 24 | Curtis Advisory Group, LLC | $911,088 | 23,177 | Hold |
| 25 | 4J Wealth Management LLC | $760,806 | 19,354 | Trimmed |