| 1 | Wealthcare Advisory Partners LLC | $18.0M | 516,910 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $13.1M | 374,862 | Trimmed |
| 3 | Outlook Wealth Advisors, LLC | $10.9M | 313,875 | Added |
| 4 | First Heartland Consultants, Inc. | $9.3M | 267,225 | Trimmed |
| 5 | STEPHENS INC /AR/ | $4.1M | 116,410 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $3.5M | 100,890 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 90,273 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.1M | 89,144 | Trimmed |
| 9 | RED CRANE WEALTH MANAGEMENT, LLC | $2.3M | 64,683 | Trimmed |
| 10 | Global Assets Advisory, LLC | $1.9M | 54,346 | New |
| 11 | Prospera Financial Services Inc | $1.8M | 50,349 | Trimmed |
| 12 | Ignite Planners, LLC | $1.5M | 43,610 | Trimmed |
| 13 | FWG Investments, LLC. | $1.2M | 35,371 | Trimmed |
| 14 | Clear Creek Financial Management, LLC | $1.2M | 33,459 | Trimmed |
| 15 | OPPENHEIMER & CO INC | $1.1M | 31,148 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $807,057 | 23,165 | Trimmed |
| 17 | Synergy Asset Management, LLC | $760,139 | 21,818 | Trimmed |
| 18 | Center for Financial Planning, Inc. | $625,901 | 17,965 | Trimmed |
| 19 | NOVEM GROUP | $600,920 | 17,248 | Hold |
| 20 | Octavia Wealth Advisors, LLC | $566,185 | 16,251 | Hold |
| 21 | IFP Advisors, Inc | $542,389 | 15,568 | Hold |
| 22 | PARK AVENUE SECURITIES LLC | $513,000 | 14,715 | Trimmed |
| 23 | LEGACY SOLUTIONS, LLC | $443,304 | 12,724 | Hold |
| 24 | Valtinson Bruner Financial Planning LLC | $384,041 | 11,023 | Trimmed |
| 25 | WINNOW WEALTH LLC | $370,138 | 10,624 | Trimmed |