| 1 | RAINEY & RANDALL WEALTH ADVISORS INC. | $8.8M | 449,007 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $8.8M | 450,308 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 337,381 | Trimmed |
| 4 | Sound Income Strategies, LLC | $4.2M | 216,644 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 122,785 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 66,723 | Added |
| 7 | IFP Advisors, Inc | $943,991 | 48,286 | Hold |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $744,210 | 38,067 | Trimmed |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $721,985 | 36,930 | Added |
| 10 | Kestra Advisory Services, LLC | $635,371 | 32,500 | Trimmed |
| 11 | WEDBUSH SECURITIES INC | $390,000 | 19,944 | Added |
| 12 | Cullen/Frost Bankers, Inc. | $337,486 | 17,263 | Added |
| 13 | Cornerstone Wealth Management, LLC | $318,501 | 16,291 | Added |
| 14 | J.W. COLE ADVISORS, INC. | $256,443 | 13,117 | New |
| 15 | PRIVATE TRUST CO NA | $255,616 | 13,075 | Hold |
| 16 | City Center Advisors, LLC | $201,228 | 10,293 | New |
| 17 | WEBSTER BANK, N. A. | $57,203 | 2,926 | Added |
| 18 | Golden State Equity Partners | $29,889 | 1,529 | Hold |
| 19 | Farther Finance Advisors, LLC | $22,654 | 1,159 | Trimmed |
| 20 | Ashton Thomas Private Wealth, LLC | $16,676 | 853 | New |
| 21 | AE Wealth Management LLC | $12,582 | 644 | Added |
| 22 | Key Capital Management, INC | $2,913 | 149 | Trimmed |
| 23 | CoreCap Advisors, LLC | $1,955 | 100 | Hold |
| 24 | Hanson & Doremus Investment Management | $0 | 0 | Exited |
| 25 | HB Wealth Management, LLC | $0 | 0 | Exited |