| 1 | Elmwood Wealth Management, Inc. | $5.0M | 252,047 | Added |
| 2 | BENJAMIN EDWARDS INC | $4.1M | 208,114 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 157,578 | Trimmed |
| 4 | Welch Financial Planning, LLC | $3.0M | 153,661 | Added |
| 5 | Archer Investment Corp | $2.4M | 121,647 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.4M | 119,202 | Added |
| 7 | Miracle Mile Advisors, LLC | $2.0M | 100,329 | New |
| 8 | CORRADO ADVISORS, LLC | $1.6M | 79,654 | Trimmed |
| 9 | ARS Wealth Advisors Group, LLC | $1.4M | 71,577 | Hold |
| 10 | RED CRANE WEALTH MANAGEMENT, LLC | $897,143 | 45,379 | Trimmed |
| 11 | KRAEMATON INVESTMENT ADVISORS, INC | $746,318 | 37,750 | Added |
| 12 | Cassady Wealth & Retirement Planning, LLC | $598,833 | 30,290 | Added |
| 13 | ACT Advisors, LLC. | $543,972 | 27,515 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $463,607 | 23,450 | Hold |
| 15 | Weaver Capital Management LLC | $438,797 | 23,390 | Hold |
| 16 | Range Financial Group LLC | $437,115 | 22,110 | Trimmed |
| 17 | Cardinal Point Capital Management ULC | $419,124 | 21,200 | Hold |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $348,249 | 17,615 | New |
| 19 | Soltis Investment Advisors LLC | $309,045 | 15,632 | Hold |
| 20 | DHJJ Financial Advisors, Ltd. | $288,801 | 14,608 | Added |
| 21 | PRINCIPAL SECURITIES, INC. | $275,673 | 13,944 | Hold |
| 22 | Southland Equity Partners LLC | $220,633 | 11,160 | Hold |
| 23 | Cape Investment Advisory, Inc. | $153,059 | 7,742 | New |
| 24 | Physician Wealth Advisors, Inc. | $98,850 | 5,000 | Hold |
| 25 | AE Wealth Management LLC | $29,398 | 1,487 | Added |