| 1 | Larry Mathis Financial Planning, LLC | $6.0M | 92,272 | Added |
| 2 | Sound Income Strategies, LLC | $5.8M | 88,806 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.8M | 73,756 | Added |
| 4 | Synergy Asset Management, LLC | $2.0M | 31,216 | New |
| 5 | Howard Capital Management Inc. | $1.5M | 23,062 | Added |
| 6 | Tactive Advisors, LLC | $1.2M | 18,579 | Trimmed |
| 7 | OPPENHEIMER & CO INC | $699,428 | 10,780 | Trimmed |
| 8 | PRINCIPAL SECURITIES, INC. | $561,489 | 8,654 | Trimmed |
| 9 | CoreCap Advisors, LLC | $387,455 | 5,972 | Added |
| 10 | Kestra Advisory Services, LLC | $380,314 | 5,862 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $320,860 | 4,945 | Trimmed |
| 12 | PFG Investments, LLC | $252,203 | 3,887 | New |
| 13 | COMMONS CAPITAL, LLC | $234,748 | 3,618 | Added |
| 14 | ASL Financial, LLC | $227,801 | 3,511 | Hold |
| 15 | Ashton Thomas Private Wealth, LLC | $157,522 | 2,428 | Added |
| 16 | Farther Finance Advisors, LLC | $64,099 | 988 | Trimmed |
| 17 | Founders Financial Alliance, LLC | $14,339 | 221 | Hold |
| 18 | Key Capital Management, INC | $8,759 | 135 | Trimmed |
| 19 | PRIVATE TRUST CO NA | $6,877 | 106 | Hold |
| 20 | LifeSteps Financial, Inc. | $6,488 | 100 | New |
| 21 | Washington Trust Advisors, Inc. | $5,645 | 87 | New |
| 22 | AE Wealth Management LLC | $1,424 | 22 | Trimmed |
| 23 | MATAURO, LLC | $0 | 0 | Exited |