| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $5.4M | 142,363 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 97,898 | Added |
| 3 | Castle Rock Wealth Management, LLC | $3.7M | 97,339 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $3.5M | 91,060 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 61,311 | Trimmed |
| 6 | KRAEMATON INVESTMENT ADVISORS, INC | $2.4M | 62,444 | Added |
| 7 | Tenzing Financial LLC | $2.0M | 53,034 | Trimmed |
| 8 | XML Financial, LLC | $1.8M | 47,146 | Trimmed |
| 9 | TCFG Investment Advisors, LLC | $1.7M | 43,333 | Added |
| 10 | Mills Wealth Advisors LLC | $1.6M | 42,428 | Added |
| 11 | Summit Financial Wealth Advisors, LLC | $1.5M | 38,643 | Added |
| 12 | Gilliland Jeter Wealth Management LLC | $1.3M | 34,931 | Trimmed |
| 13 | Astoria Portfolio Advisors LLC. | $1.3M | 34,180 | Added |
| 14 | RAINEY & RANDALL WEALTH ADVISORS INC. | $1.1M | 28,994 | Added |
| 15 | Dynamic Advisor Solutions LLC | $1.0M | 26,992 | Added |
| 16 | CHOREO, LLC | $945,994 | 24,829 | Added |
| 17 | Atria Investments, Inc | $917,448 | 24,080 | Added |
| 18 | Compound Planning, Inc. | $734,167 | 19,269 | Trimmed |
| 19 | Onyx Bridge Wealth Group LLC | $593,294 | 15,572 | Added |
| 20 | Private Advisor Group, LLC | $547,410 | 14,368 | Added |
| 21 | PUFF WEALTH MANAGEMENT, LLC | $504,963 | 13,254 | New |
| 22 | Prospera Financial Services Inc | $499,312 | 13,105 | Added |
| 23 | D.A. DAVIDSON & CO. | $489,585 | 12,850 | New |
| 24 | Sowell Financial Services LLC | $426,415 | 11,192 | Hold |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $423,569 | 11,117 | Added |