| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22.8M | 521,556 | Trimmed |
| 2 | PFG Advisors | $3.0M | 69,547 | Added |
| 3 | AE Wealth Management LLC | $2.1M | 48,362 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.3M | 30,160 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $651,060 | 14,902 | Added |
| 6 | SUMMIT WEALTH GROUP LLC / CO | $488,629 | 11,184 | Added |
| 7 | Focus Financial Network, Inc. | $487,445 | 11,156 | Added |
| 8 | Revisor Wealth Management LLC | $461,204 | 10,555 | Added |
| 9 | Howard Capital Management Inc. | $458,570 | 10,496 | New |
| 10 | Cyndeo Wealth Partners, LLC | $339,060 | 7,761 | Added |
| 11 | EverSource Wealth Advisors, LLC | $320,496 | 7,336 | Added |
| 12 | Cornerstone Wealth Management, LLC | $290,227 | 6,643 | New |
| 13 | First Heartland Consultants, Inc. | $231,207 | 5,292 | New |
| 14 | LITTLEJOHN FINANCIAL SERVICES, INC. | $211,678 | 4,845 | New |
| 15 | AdvisorNet Financial, Inc | $82,836 | 1,896 | New |
| 16 | ASSETMARK, INC | $62,608 | 1,433 | Trimmed |
| 17 | IFP Advisors, Inc | $30,277 | 693 | Hold |
| 18 | Farther Finance Advisors, LLC | $12,487 | 286 | New |
| 19 | SIGNATUREFD, LLC | $1,748 | 40 | Hold |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $0 | 0 | Exited |
| 21 | Arlington Capital Management, Inc. | $0 | 0 | Exited |
| 22 | Turning Point Benefit Group, Inc. | $0 | 0 | Exited |