| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 357,986 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $9.2M | 258,802 | Trimmed |
| 3 | OPPENHEIMER & CO INC | $5.2M | 146,546 | Trimmed |
| 4 | STEPHENS INC /AR/ | $5.2M | 145,006 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $5.1M | 142,252 | Added |
| 6 | Luken Investment Analytics, LLC | $4.6M | 128,292 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 117,689 | Added |
| 8 | TRUIST FINANCIAL CORP | $3.6M | 102,034 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.9M | 80,888 | Trimmed |
| 10 | FWG Investments, LLC. | $2.5M | 70,119 | Trimmed |
| 11 | Outlook Wealth Advisors, LLC | $1.7M | 46,715 | Added |
| 12 | Clear Creek Financial Management, LLC | $1.6M | 45,242 | Trimmed |
| 13 | Purus Wealth Management, LLC | $1.6M | 44,815 | Trimmed |
| 14 | Maia Wealth LLC | $1.5M | 42,578 | Trimmed |
| 15 | Ignite Planners, LLC | $1.5M | 41,364 | Trimmed |
| 16 | IFP Advisors, Inc | $1.2M | 33,099 | Trimmed |
| 17 | DHJJ Financial Advisors, Ltd. | $915,818 | 25,718 | Trimmed |
| 18 | Global Assets Advisory, LLC | $844,364 | 23,772 | New |
| 19 | PARK AVENUE SECURITIES LLC | $805,000 | 22,618 | Trimmed |
| 20 | INTEGRITY ALLIANCE, LLC. | $648,138 | 18,201 | Hold |
| 21 | NOVEM GROUP | $647,888 | 18,194 | Added |
| 22 | RFG Advisory, LLC | $567,481 | 15,936 | Added |
| 23 | Redhawk Wealth Advisors, Inc. | $513,033 | 14,407 | Trimmed |
| 24 | Diligent Investors, LLC | $480,735 | 13,500 | Hold |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $452,197 | 12,679 | Added |