| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 243,832 | Added |
| 2 | RED CRANE WEALTH MANAGEMENT, LLC | $4.1M | 104,226 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.9M | 98,160 | Added |
| 4 | Kestra Advisory Services, LLC | $3.5M | 88,114 | Trimmed |
| 5 | Onyx Bridge Wealth Group LLC | $3.2M | 79,815 | Trimmed |
| 6 | Berkshire Money Management, Inc. | $2.2M | 55,618 | Trimmed |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 34,834 | Added |
| 8 | Diligent Investors, LLC | $1.2M | 31,155 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 27,878 | Added |
| 10 | DHJJ Financial Advisors, Ltd. | $1.1M | 27,064 | Added |
| 11 | Fragasso Financial Advisors Inc | $1.1M | 26,700 | Hold |
| 12 | TopTier Wealth Management, LLC | $1.0M | 25,391 | Trimmed |
| 13 | Weaver Consulting Group | $908,867 | 22,836 | Hold |
| 14 | Miller Financial Services LLC | $889,132 | 22,340 | Trimmed |
| 15 | PFS Partners, LLC | $889,093 | 22,339 | Trimmed |
| 16 | Jacobi Capital Management LLC | $801,055 | 20,127 | Trimmed |
| 17 | Valtinson Bruner Financial Planning LLC | $707,047 | 17,765 | Added |
| 18 | Berger Financial Group, Inc | $689,456 | 17,323 | Trimmed |
| 19 | AdvisorNet Financial, Inc | $685,674 | 17,228 | Added |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $675,685 | 16,977 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $654,272 | 16,439 | Trimmed |
| 22 | Merit Financial Group, LLC | $653,237 | 16,413 | Trimmed |
| 23 | Straight Path Wealth Management | $621,238 | 15,609 | Added |
| 24 | IFP Advisors, Inc | $538,375 | 13,527 | Added |
| 25 | Concurrent Investment Advisors, LLC | $519,549 | 13,054 | Hold |