| 1 | Crumly & Associates Inc. | $15.8M | 293,242 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $2.7M | 49,518 | Added |
| 3 | Archer Investment Corp | $2.4M | 45,098 | Trimmed |
| 4 | Merkkuri Wealth Advisors LLC | $2.3M | 43,224 | Added |
| 5 | Purus Wealth Management, LLC | $1.6M | 30,497 | Trimmed |
| 6 | PRIVATE CLIENT SERVICES, LLC | $1.3M | 24,440 | Trimmed |
| 7 | Pine Valley Investments Ltd Liability Co | $1.1M | 20,316 | Added |
| 8 | COTTONWOOD CAPITAL ADVISORS, LLC | $803,383 | 14,934 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $785,191 | 14,585 | Added |
| 10 | Prasad Wealth Partners, LLC | $599,036 | 11,136 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $571,260 | 10,619 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $540,098 | 10,040 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $405,412 | 7,536 | Trimmed |
| 14 | Summit Wealth Partners, LLC | $308,525 | 5,735 | Added |
| 15 | HAZLETT, BURT & WATSON, INC. | $74,000 | 1,374 | Hold |
| 16 | CoreCap Advisors, LLC | $18,398 | 342 | Hold |
| 17 | Hanson & Doremus Investment Management | $18,000 | 329 | Hold |
| 18 | SBI Securities Co., Ltd. | $13,610 | 253 | Trimmed |
| 19 | REAP Financial Group, LLC | $12,257 | 228 | Hold |
| 20 | Spire Wealth Management | $5,380 | 100 | Hold |
| 21 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 22 | Clear Creek Financial Management, LLC | $0 | 0 | Exited |
| 23 | Gateway Wealth Partners, LLC | $0 | 0 | Exited |