| 1 | Aprio Wealth Management, LLC | $13.8M | 274,025 | Trimmed |
| 2 | LANDAAS & CO /WI /ADV | $7.0M | 139,320 | Added |
| 3 | Lantz Financial LLC | $6.6M | 131,073 | Added |
| 4 | QUANTUM FINANCIAL PARTNERS LLC | $6.0M | 118,669 | New |
| 5 | Dynamic Advisor Solutions LLC | $2.5M | 48,943 | Trimmed |
| 6 | Associated Banc-Corp | $2.2M | 43,782 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.6M | 32,543 | Trimmed |
| 8 | Merit Financial Group, LLC | $1.4M | 28,274 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 23,003 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 20,165 | Trimmed |
| 11 | Triangle Securities Wealth Management | $1.0M | 19,863 | Added |
| 12 | D.A. DAVIDSON & CO. | $678,871 | 13,475 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $660,771 | 13,116 | Trimmed |
| 14 | INTEGRITY ALLIANCE, LLC. | $634,343 | 12,591 | Added |
| 15 | J.W. COLE ADVISORS, INC. | $345,835 | 6,865 | New |
| 16 | Bond & Devick Financial Network, Inc. | $326,059 | 6,472 | Hold |
| 17 | Glass Jacobson Investment Advisors llc | $191,514 | 3,801 | Added |
| 18 | CENTRAL TRUST Co | $175,625 | 3,486 | Trimmed |
| 19 | Cullen/Frost Bankers, Inc. | $53,168 | 1,055 | Added |
| 20 | Capital Investment Advisory Services, LLC | $47,861 | 950 | Hold |
| 21 | Archer Investment Corp | $28,062 | 557 | Hold |
| 22 | CoreCap Advisors, LLC | $20,152 | 400 | Hold |
| 23 | Golden State Equity Partners | $0 | 0 | Exited |
| 24 | Ashton Thomas Private Wealth, LLC | $0 | 0 | Exited |