| 1 | Cambridge Investment Research Advisors, Inc. | $12.0M | 184,350 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 145,145 | Trimmed |
| 3 | Charter Capital Management, LLC\DE | $8.7M | 134,216 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 130,209 | Added |
| 5 | Kestra Advisory Services, LLC | $3.5M | 53,875 | Trimmed |
| 6 | Sugar Maple Asset Management, LLC | $3.4M | 51,720 | Trimmed |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.5M | 38,607 | Added |
| 8 | PFG Advisors | $1.6M | 24,337 | Added |
| 9 | Midwest Financial Network, LLC | $1.3M | 20,374 | New |
| 10 | Stonebridge Financial Planning Group, LLC | $1.1M | 17,533 | Trimmed |
| 11 | FLAGSHIP WEALTH ADVISORS, LLC | $1.1M | 16,267 | Hold |
| 12 | Gladstone Institutional Advisory LLC | $960,358 | 14,802 | Added |
| 13 | RCS Financial Planning, LLC | $884,769 | 13,637 | Trimmed |
| 14 | Herold Advisors, Inc. | $718,000 | 11,070 | Hold |
| 15 | PRINCIPAL SECURITIES, INC. | $652,368 | 10,055 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $641,855 | 9,590 | Added |
| 17 | PARK AVENUE SECURITIES LLC | $593,000 | 9,139 | Added |
| 18 | LANDAAS & CO /WI /ADV | $528,837 | 8,151 | Added |
| 19 | Fifth Third Securities, Inc. | $521,895 | 8,044 | Added |
| 20 | CDM FINANCIAL COUNSELING SERVICES, INC. | $509,308 | 7,850 | Hold |
| 21 | Farther Finance Advisors, LLC | $491,111 | 7,570 | Added |
| 22 | J.W. COLE ADVISORS, INC. | $482,660 | 7,439 | New |
| 23 | AXXCESS WEALTH MANAGEMENT, LLC | $411,080 | 6,336 | Hold |
| 24 | LJI Wealth Management, LLC | $367,720 | 5,668 | Trimmed |
| 25 | NAPLES GLOBAL ADVISORS, LLC | $360,863 | 5,562 | Hold |