| 1 | Crown Wealth Group, LLC | $12.9M | 474,637 | Added |
| 2 | VanWeelden Wealth Management, LLC | $9.8M | 359,687 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 354,964 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.4M | 88,052 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $1.4M | 53,341 | Added |
| 6 | Intrepid Financial Planning Group LLC | $1.4M | 65,931 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 42,402 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $843,370 | 31,080 | Trimmed |
| 9 | Calamos Advisors LLC | $743,962 | 27,412 | New |
| 10 | Calamos Wealth Management LLC | $743,962 | 27,412 | Added |
| 11 | Signal Advisors Wealth, LLC | $658,228 | 24,257 | Trimmed |
| 12 | MARIPAU WEALTH MANAGEMENT LLC | $658,228 | 24,257 | Trimmed |
| 13 | CENTAURUS FINANCIAL, INC. | $596,000 | 21,953 | Added |
| 14 | WEDBUSH SECURITIES INC | $546,000 | 20,120 | Hold |
| 15 | Capital Analysts, LLC | $351,000 | 12,968 | Hold |
| 16 | Creative Planning | $288,907 | 10,647 | New |
| 17 | ADAMSBROWN WEALTH CONSULTANTS LLC | $277,733 | 10,235 | Hold |
| 18 | GOLDMAN SACHS GROUP INC | $272,306 | 10,035 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $218,414 | 8,049 | Added |
| 20 | BURKETT FINANCIAL SERVICES, LLC | $199,962 | 7,369 | Trimmed |
| 21 | Sound Income Strategies, LLC | $74,530 | 2,745 | New |
| 22 | GUARDIAN WEALTH ADVISORS, LLC / NC | $33,377 | 1,230 | New |
| 23 | Aptus Capital Advisors, LLC | $33,377 | 1,230 | Added |
| 24 | CX Institutional | $10,000 | 374 | Hold |
| 25 | Farther Finance Advisors, LLC | $2,145 | 79 | Hold |