| 1 | Cooper Capital Advisors LLC | $3.2M | 103,629 | Hold |
| 2 | Madrona Financial Services, LLC | $2.2M | 71,785 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.5M | 47,702 | Added |
| 4 | Foguth Wealth Management, LLC. | $868,113 | 27,752 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $833,640 | 26,702 | Trimmed |
| 6 | Ignite Planners, LLC | $553,687 | 17,735 | Hold |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $552,103 | 17,625 | Trimmed |
| 8 | Crusonia Wealth Advisors LLC | $532,363 | 17,052 | Hold |
| 9 | Kestra Advisory Services, LLC | $521,561 | 16,706 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $438,703 | 14,052 | Added |
| 11 | Buck Wealth Strategies, LLC | $393,060 | 12,590 | Hold |
| 12 | WealthCare Asset Management, LLC | $330,870 | 10,598 | New |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $324,407 | 10,391 | New |
| 14 | MILESTONE ASSET MANAGEMENT, LLC | $307,080 | 9,836 | Hold |
| 15 | LVZ, Inc. | $296,933 | 9,511 | New |
| 16 | Kovack Advisors, Inc. | $265,943 | 8,517 | Hold |
| 17 | Triumph Capital Management | $247,075 | 7,914 | Hold |
| 18 | WEALTHGARDEN F.S. LLC | $232,592 | 7,450 | Hold |
| 19 | Integrity Financial Corp /WA | $221,600 | 7,098 | Trimmed |
| 20 | FWG Investments, LLC. | $216,074 | 6,921 | New |
| 21 | AE Wealth Management LLC | $214,825 | 6,881 | Trimmed |
| 22 | CX Institutional | $43,000 | 1,381 | Hold |
| 23 | ASSETMARK, INC | $41,616 | 1,333 | Trimmed |
| 24 | Ashton Thomas Private Wealth, LLC | $24,726 | 792 | Trimmed |
| 25 | Sound Income Strategies, LLC | $0 | 0 | Exited |