| 1 | Beta Wealth Group, Inc. | $9.6M | 210,210 | Added |
| 2 | 626 Financial, LLC | $6.7M | 146,375 | Added |
| 3 | Private Advisor Group, LLC | $5.5M | 119,795 | Trimmed |
| 4 | Archer Investment Corp | $3.3M | 71,600 | Added |
| 5 | HBW ADVISORY SERVICES LLC | $2.6M | 56,030 | Added |
| 6 | Crusonia Wealth Advisors LLC | $2.5M | 54,287 | Added |
| 7 | Cornerstone Planning Group LLC | $2.0M | 44,430 | Trimmed |
| 8 | Quad-Cities Investment Group, LLC | $2.0M | 44,095 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.4M | 29,709 | Added |
| 10 | Farther Finance Advisors, LLC | $1.2M | 25,619 | Added |
| 11 | LeClair Wealth Partners LLC | $835,387 | 18,295 | New |
| 12 | SFI Advisors, LLC | $734,436 | 16,084 | Hold |
| 13 | RVW Wealth, LLC | $621,844 | 13,618 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $542,996 | 11,892 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $531,070 | 11,630 | Trimmed |
| 16 | SUMMIT WEALTH GROUP LLC / CO | $379,819 | 8,318 | Added |
| 17 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $358,325 | 7,847 | Trimmed |
| 18 | Merit Financial Group, LLC | $226,782 | 4,966 | Added |
| 19 | Pinnacle Bancorp, Inc. | $222,833 | 4,880 | Hold |
| 20 | Richmond Investment Services, LLC | $210,426 | 4,608 | Trimmed |
| 21 | Keystone Financial Group | $204,371 | 4,476 | New |
| 22 | PRIVATE TRUST CO NA | $94,841 | 2,077 | Trimmed |
| 23 | IFP Advisors, Inc | $6,849 | 150 | Hold |
| 24 | Ashton Thomas Private Wealth, LLC | $6,173 | 135 | New |
| 25 | AE Wealth Management LLC | $4,749 | 104 | Hold |