| 1 | Wealth Alliance Advisory Group, LLC | $13.3M | 203,442 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $11.5M | 176,854 | Added |
| 3 | BKM Wealth Management, LLC | $10.7M | 164,445 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $9.9M | 150,988 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 112,990 | Added |
| 6 | Crumly & Associates Inc. | $6.0M | 91,913 | Trimmed |
| 7 | RVW Wealth, LLC | $5.1M | 78,826 | Added |
| 8 | Private Advisor Group, LLC | $3.8M | 58,878 | New |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 27,614 | Trimmed |
| 10 | Goldstein Advisors, LLC | $1.6M | 24,781 | Trimmed |
| 11 | Gaddis Premier Wealth Advisors LLC | $1.2M | 17,871 | Added |
| 12 | Strategic Financial Concepts, LLC | $1.0M | 15,496 | Added |
| 13 | Avior Wealth Management, LLC | $531,393 | 8,138 | Added |
| 14 | Family Capital Trust Co | $401,782 | 6,153 | Hold |
| 15 | Kestra Advisory Services, LLC | $318,096 | 4,871 | New |
| 16 | Pinnacle Bancorp, Inc. | $282,425 | 4,325 | Hold |
| 17 | Atlas Wealth LLC | $201,648 | 3,088 | New |
| 18 | Wealth Enhancement Trust Services, Inc. | $37,548 | 575 | Hold |
| 19 | TFC Financial Management, Inc. | $35,981 | 551 | Hold |
| 20 | BARRETT & COMPANY, INC. | $23,639 | 362 | Hold |
| 21 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $23,508 | 360 | Hold |
| 22 | GoalVest Advisory LLC | $13,387 | 205 | Hold |
| 23 | Farther Finance Advisors, LLC | $65 | 1 | Hold |
| 24 | CoreCap Advisors, LLC | $65 | 1 | Hold |