| 1 | RFG Advisory, LLC | $12.3M | 336,319 | Added |
| 2 | RED CRANE WEALTH MANAGEMENT, LLC | $10.6M | 290,848 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.4M | 285,356 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.8M | 131,169 | Trimmed |
| 5 | USA FINANCIAL FORMULAS | $4.7M | 127,960 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.7M | 73,674 | Added |
| 7 | BIP Wealth, LLC | $2.4M | 66,516 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $2.2M | 59,358 | Added |
| 9 | First Heartland Consultants, Inc. | $1.4M | 38,671 | Added |
| 10 | RETIREMENT GUYS FORMULA LLC | $1.3M | 36,974 | Trimmed |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 28,719 | Trimmed |
| 12 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $939,178 | 25,745 | Trimmed |
| 13 | BCGM Wealth Management, LLC | $777,097 | 21,302 | Hold |
| 14 | Comprehensive Financial Consultants Institutional, Inc. | $713,658 | 19,563 | Added |
| 15 | Patriot Financial Group Insurance Agency, LLC | $647,155 | 17,740 | Trimmed |
| 16 | AE Wealth Management LLC | $330,875 | 9,070 | Trimmed |
| 17 | Wealthquest Corp | $312,378 | 8,563 | Hold |
| 18 | Secure Asset Management, LLC | $291,840 | 8,000 | Hold |
| 19 | Vistica Wealth Advisors, LLC | $273,600 | 7,500 | Hold |
| 20 | BridgePort Financial Solutions, LLC | $226,979 | 6,222 | Hold |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $122,646 | 3,362 | Trimmed |
| 22 | NBC SECURITIES, INC. | $26,448 | 725 | Hold |
| 23 | Elevated Capital Advisors, LLC | $22,909 | 628 | Hold |
| 24 | IFP Advisors, Inc | $15,540 | 426 | Trimmed |
| 25 | CoreCap Advisors, LLC | $13,060 | 358 | Added |