| 1 | Compass Financial Group, Inc. | $8.9M | 239,489 | Trimmed |
| 2 | PRINCIPAL SECURITIES, INC. | $6.2M | 166,573 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 125,507 | Trimmed |
| 4 | DHJJ Financial Advisors, Ltd. | $1.9M | 49,663 | Trimmed |
| 5 | Valtinson Bruner Financial Planning LLC | $1.6M | 42,093 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.4M | 38,474 | Added |
| 7 | TRUIST FINANCIAL CORP | $1.4M | 38,010 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 37,409 | Trimmed |
| 9 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 37,226 | Added |
| 10 | Kestra Advisory Services, LLC | $1.3M | 35,934 | Trimmed |
| 11 | Capital Investment Advisory Services, LLC | $1.3M | 35,029 | Hold |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 27,444 | Added |
| 13 | IFP Advisors, Inc | $957,051 | 25,617 | Trimmed |
| 14 | Concurrent Investment Advisors, LLC | $851,023 | 22,779 | Trimmed |
| 15 | Fragasso Financial Advisors Inc | $760,388 | 20,353 | Hold |
| 16 | RETIREMENT GUYS FORMULA LLC | $692,692 | 18,541 | Trimmed |
| 17 | Cape Investment Advisory, Inc. | $691,160 | 18,500 | Hold |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $651,820 | 17,447 | Trimmed |
| 19 | FIDUCIARY FINANCIAL GROUP, LLC | $511,795 | 13,699 | Hold |
| 20 | Cornerstone Wealth, LLC/TN | $494,979 | 13,210 | Hold |
| 21 | Diligent Investors, LLC | $487,025 | 13,036 | Trimmed |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | $456,838 | 12,228 | Hold |
| 23 | WEDBUSH SECURITIES INC | $422,000 | 11,300 | Hold |
| 24 | PFS Partners, LLC | $402,592 | 10,776 | Hold |
| 25 | AE Wealth Management LLC | $376,477 | 10,077 | Trimmed |