| 1 | Apollon Wealth Management, LLC | $15.2M | 262,585 | Added |
| 2 | GoalVest Advisory LLC | $14.4M | 248,646 | Added |
| 3 | HBW ADVISORY SERVICES LLC | $4.3M | 73,550 | Added |
| 4 | D.A. DAVIDSON & CO. | $3.3M | 57,736 | Trimmed |
| 5 | National Wealth Management Group, LLC | $3.1M | 53,393 | Added |
| 6 | TD Waterhouse Canada Inc. | $2.8M | 50,636 | Added |
| 7 | PFG Investments, LLC | $998,126 | 17,215 | Added |
| 8 | GRIFFIN ASSET MANAGEMENT, INC. | $871,381 | 15,029 | Hold |
| 9 | Merit Financial Group, LLC | $689,382 | 11,890 | Added |
| 10 | Prospera Financial Services Inc | $481,461 | 8,304 | New |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $339,009 | 5,847 | Trimmed |
| 12 | Acorn Wealth Advisors, LLC | $314,252 | 5,420 | Trimmed |
| 13 | Procyon Advisors, LLC | $297,806 | 5,136 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $285,200 | 4,919 | New |
| 15 | Worth Asset Management, LLC | $232,210 | 4,005 | New |
| 16 | Seelaus Asset Management LLC | $217,425 | 3,750 | New |
| 17 | JFS WEALTH ADVISORS, LLC | $50,559 | 872 | Hold |
| 18 | EverSource Wealth Advisors, LLC | $18,786 | 324 | Trimmed |
| 19 | Abound Wealth Management | $5,567 | 96 | New |
| 20 | Strategic Investment Solutions, Inc. /IL | $0 | 0 | Exited |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 22 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 23 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 24 | Cache Advisors, LLC | $0 | 0 | Exited |
| 25 | Fifth Third Securities, Inc. | $0 | 0 | Exited |