| 1 | WealthPlan Investment Management, LLC | $11.4M | 248,058 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 54,686 | Trimmed |
| 3 | Atria Investments, Inc | $1.8M | 40,121 | Trimmed |
| 4 | Barnes Wealth Management Group, Inc | $1.5M | 33,769 | Added |
| 5 | Private Advisor Group, LLC | $1.4M | 31,192 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 27,961 | Added |
| 7 | Oxinas Partners Wealth Management LLC | $1.0M | 22,394 | Added |
| 8 | Vericrest Private Wealth | $1.0M | 22,141 | Added |
| 9 | WealthPLAN Partners, LLC | $987,626 | 21,559 | Added |
| 10 | Kestra Advisory Services, LLC | $954,765 | 20,842 | Trimmed |
| 11 | NBC SECURITIES, INC. | $756,257 | 16,508 | Trimmed |
| 12 | NewSquare Capital LLC | $755,963 | 16,502 | Added |
| 13 | RFG Advisory, LLC | $562,438 | 12,278 | Added |
| 14 | Bison Wealth, LLC | $459,160 | 9,992 | Trimmed |
| 15 | Team Financial Group, LLC | $430,702 | 9,402 | Trimmed |
| 16 | 5T Wealth, LLC | $355,855 | 7,768 | Trimmed |
| 17 | PARK AVENUE SECURITIES LLC | $306,000 | 6,688 | Added |
| 18 | Gateway Wealth Partners, LLC | $285,838 | 6,240 | Trimmed |
| 19 | Concurrent Investment Advisors, LLC | $283,049 | 6,178 | Trimmed |
| 20 | Miracle Mile Advisors, LLC | $271,501 | 5,927 | Trimmed |
| 21 | Mach-1 Financial Group, LLC | $227,014 | 4,956 | Trimmed |
| 22 | AE Wealth Management LLC | $144,890 | 3,163 | Added |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $140,249 | 3,062 | Added |
| 24 | Farther Finance Advisors, LLC | $129,473 | 2,826 | Trimmed |
| 25 | REAP Financial Group, LLC | $88,645 | 1,935 | Trimmed |