| 1 | Townsend & Associates, Inc | $34.4M | 1.3M | Added |
| 2 | Oak Harvest Investment Services | $14.4M | 554,047 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 414,870 | Added |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $10.5M | 401,740 | Added |
| 5 | FORTEM FINANCIAL GROUP, LLC | $9.0M | 344,402 | Added |
| 6 | DAYMARK WEALTH PARTNERS, LLC | $6.0M | 228,945 | Added |
| 7 | RFG Advisory, LLC | $3.9M | 150,503 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 58,918 | Added |
| 9 | Embree Financial Group | $1.4M | 53,100 | Added |
| 10 | Kestra Advisory Services, LLC | $1.2M | 47,807 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $732,630 | 28,092 | Added |
| 12 | Key Financial Inc | $722,859 | 27,717 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $674,000 | 25,878 | New |
| 14 | Auour Investments LLC | $565,858 | 21,697 | Added |
| 15 | Prospera Financial Services Inc | $560,999 | 21,511 | Added |
| 16 | First Citizens Financial Corp | $468,449 | 17,962 | Added |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $349,655 | 13,407 | Added |
| 18 | LEGACY FINANCIAL GROUP, INC. | $249,820 | 9,579 | New |
| 19 | OxenFree Capital LLC | $221,628 | 8,476 | Trimmed |
| 20 | IFP Advisors, Inc | $39,720 | 1,523 | Added |
| 21 | Cape Investment Advisory, Inc. | $1,565 | 60 | New |
| 22 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $0 | 0 | Exited |