| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $16.6M | 497,144 | Trimmed |
| 2 | AMERICAN ASSET MANAGEMENT INC. | $4.5M | 133,512 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.8M | 83,590 | Added |
| 4 | Spire Wealth Management | $2.5M | 74,772 | Trimmed |
| 5 | Elevated Capital Advisors, LLC | $2.3M | 69,936 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $1.9M | 57,449 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 34,193 | Trimmed |
| 8 | AE Wealth Management LLC | $1.1M | 31,540 | Trimmed |
| 9 | Focus Financial Network, Inc. | $940,773 | 28,173 | Trimmed |
| 10 | BCGM Wealth Management, LLC | $835,552 | 25,022 | Hold |
| 11 | Avidian Wealth Enterprises, LLC | $610,853 | 18,293 | Hold |
| 12 | Advisory Solutions Group, LLC | $399,310 | 11,958 | New |
| 13 | First Heartland Consultants, Inc. | $365,450 | 10,944 | Hold |
| 14 | Concurrent Investment Advisors, LLC | $326,080 | 9,765 | Hold |
| 15 | Castle Rock Wealth Management, LLC | $289,661 | 8,666 | Hold |
| 16 | Merit Financial Group, LLC | $283,137 | 8,479 | Trimmed |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $264,504 | 7,921 | Hold |
| 18 | PFG Advisors | $253,918 | 7,604 | Trimmed |
| 19 | Mosley Wealth Management | $126,959 | 3,802 | Added |
| 20 | NBC SECURITIES, INC. | $69,490 | 2,081 | Hold |
| 21 | IFP Advisors, Inc | $29,553 | 885 | Trimmed |
| 22 | ST GERMAIN D J CO INC | $19,835 | 594 | Hold |
| 23 | POM Investment Strategies, LLC | $19,101 | 572 | Trimmed |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $11,621 | 348 | Trimmed |
| 25 | Decker Retirement Planning Inc. | $0 | 0 | Exited |