| 1 | RFG Advisory, LLC | $12.2M | 339,078 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 152,727 | Added |
| 3 | BIP Wealth, LLC | $4.6M | 128,708 | Added |
| 4 | USA FINANCIAL FORMULAS | $4.5M | 125,255 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.2M | 115,954 | Added |
| 6 | Elevated Capital Advisors, LLC | $4.0M | 111,448 | Trimmed |
| 7 | Patriot Financial Group Insurance Agency, LLC | $3.3M | 92,073 | Trimmed |
| 8 | RED CRANE WEALTH MANAGEMENT, LLC | $2.3M | 65,465 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 62,949 | Added |
| 10 | Kestra Advisory Services, LLC | $1.4M | 40,190 | Added |
| 11 | First Heartland Consultants, Inc. | $1.1M | 30,137 | Added |
| 12 | AE Wealth Management LLC | $968,114 | 26,990 | Trimmed |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $887,460 | 24,741 | Trimmed |
| 14 | IFP Advisors, Inc | $453,755 | 12,650 | Trimmed |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $403,932 | 11,261 | Trimmed |
| 16 | Secure Asset Management, LLC | $383,881 | 10,702 | Hold |
| 17 | Financial Network Wealth Advisors LLC | $370,681 | 10,334 | Hold |
| 18 | Comprehensive Financial Consultants Institutional, Inc. | $307,693 | 8,578 | Added |
| 19 | Mid-American Wealth Advisory Group, Inc. | $298,761 | 8,329 | Trimmed |
| 20 | Forty-three Eighteen Advisors, LLC | $243,916 | 6,800 | Hold |
| 21 | Walser Wealth Management Company, A Ltd Liability Co | $233,406 | 6,507 | Hold |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $130,423 | 3,636 | Trimmed |
| 23 | Mosley Wealth Management | $32,426 | 904 | New |
| 24 | CoreCap Advisors, LLC | $14,707 | 410 | Hold |
| 25 | ASSETMARK, INC | $11,729 | 327 | Hold |