| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $16.8M | 358,724 | Trimmed |
| 2 | MinichMacGregor Wealth Management, LLC | $10.0M | 212,745 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 207,125 | Added |
| 4 | Hartford Financial Management Inc. | $7.6M | 162,249 | Added |
| 5 | REAP Financial Group, LLC | $4.6M | 99,211 | Trimmed |
| 6 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 83,232 | Added |
| 7 | Kestra Advisory Services, LLC | $3.8M | 81,164 | Trimmed |
| 8 | Sage Capital Advisors,llc | $2.9M | 61,759 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.8M | 58,721 | Trimmed |
| 10 | Ritter Daniher Financial Advisory LLC / DE | $2.2M | 47,252 | Trimmed |
| 11 | LifeWealth Investments, LLC | $1.7M | 37,090 | Trimmed |
| 12 | Ignite Planners, LLC | $1.3M | 28,736 | Trimmed |
| 13 | Foguth Wealth Management, LLC. | $1.3M | 28,584 | Trimmed |
| 14 | Kovack Advisors, Inc. | $1.3M | 27,696 | Trimmed |
| 15 | Nova Wealth Management, Inc. | $1.2M | 26,597 | Trimmed |
| 16 | Sowell Financial Services LLC | $1.1M | 23,675 | Added |
| 17 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.1M | 23,537 | Hold |
| 18 | TRUIST FINANCIAL CORP | $1.0M | 21,620 | Added |
| 19 | Integrity Financial Corp /WA | $963,555 | 20,568 | Trimmed |
| 20 | Atria Investments, Inc | $850,513 | 18,155 | Trimmed |
| 21 | Camelot Portfolios, LLC | $839,773 | 17,926 | Trimmed |
| 22 | SAGESPRING WEALTH PARTNERS, LLC | $797,107 | 17,015 | Trimmed |
| 23 | TopTier Wealth Management, LLC | $733,113 | 15,649 | Hold |
| 24 | Strategic Blueprint, LLC | $699,337 | 14,928 | Added |
| 25 | RFG Advisory, LLC | $611,873 | 13,061 | Added |