| 1 | ACCESS FINANCIAL SERVICES, INC. | $7.1M | 197,501 | Trimmed |
| 2 | MBL Wealth, LLC | $4.8M | 132,021 | Added |
| 3 | CORRADO ADVISORS, LLC | $2.6M | 73,236 | Trimmed |
| 4 | First Heartland Consultants, Inc. | $2.5M | 69,367 | Trimmed |
| 5 | Onyx Bridge Wealth Group LLC | $2.1M | 58,339 | Trimmed |
| 6 | PRINCIPAL SECURITIES, INC. | $2.0M | 56,641 | Added |
| 7 | Cornerstone Wealth, LLC/TN | $2.0M | 56,921 | Added |
| 8 | Signal Advisors Wealth, LLC | $1.9M | 53,465 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 50,798 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 50,485 | Trimmed |
| 11 | Cape Investment Advisory, Inc. | $1.4M | 39,762 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.2M | 34,286 | Added |
| 13 | Diligent Investors, LLC | $1.2M | 33,399 | Trimmed |
| 14 | Liberty Atlantic Advisors LLC | $1.2M | 33,128 | Trimmed |
| 15 | AdvisorNet Financial, Inc | $1.1M | 29,714 | Hold |
| 16 | My Personal CFO, LLC | $971,564 | 26,990 | Hold |
| 17 | IFP Advisors, Inc | $907,597 | 25,213 | Added |
| 18 | Arlington Capital Management, Inc. | $874,192 | 24,285 | Added |
| 19 | Kestra Advisory Services, LLC | $724,192 | 20,118 | Trimmed |
| 20 | BIP Wealth, LLC | $687,403 | 19,096 | Trimmed |
| 21 | SIGNATUREFD, LLC | $671,276 | 18,648 | Trimmed |
| 22 | NorthCrest Asset Manangement, LLC | $577,465 | 16,128 | Trimmed |
| 23 | FOUNDERS FINANCIAL SECURITIES LLC | $562,384 | 15,623 | Added |
| 24 | PFG Advisors | $539,634 | 14,991 | Trimmed |
| 25 | Cypress Wealth Services, LLC | $509,756 | 14,161 | Hold |