| 1 | RFG Advisory, LLC | $6.4M | 200,658 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 168,920 | Trimmed |
| 3 | STEPHENS INC /AR/ | $3.6M | 112,869 | Trimmed |
| 4 | USA FINANCIAL FORMULAS | $2.4M | 74,638 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $705,641 | 21,991 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $611,848 | 19,068 | Trimmed |
| 7 | AE Wealth Management LLC | $608,261 | 18,956 | Trimmed |
| 8 | PARK AVENUE SECURITIES LLC | $580,000 | 18,070 | Hold |
| 9 | Elevated Capital Advisors, LLC | $341,606 | 10,646 | Trimmed |
| 10 | Range Financial Group LLC | $307,882 | 9,595 | Trimmed |
| 11 | Southland Equity Partners LLC | $279,067 | 8,697 | Hold |
| 12 | IFP Advisors, Inc | $196,698 | 6,130 | Added |
| 13 | Mosley Wealth Management | $59,747 | 1,862 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $32,088 | 1,000 | Hold |
| 15 | Farther Finance Advisors, LLC | $30,323 | 945 | New |
| 16 | POM Investment Strategies, LLC | $9,017 | 281 | Trimmed |
| 17 | ASSETMARK, INC | $417 | 13 | Hold |
| 18 | FWG Investments, LLC. | $0 | 0 | Exited |
| 19 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 20 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 21 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 22 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 23 | LifeWealth Investments, LLC | $0 | 0 | Exited |
| 24 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
| 25 | Golden Reserve Retirement LLC | $0 | 0 | Exited |