| 1 | Team Financial Group, LLC | $15.5M | 285,798 | Trimmed |
| 2 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $10.4M | 192,415 | Trimmed |
| 3 | Private Advisor Group, LLC | $1.9M | 34,736 | Trimmed |
| 4 | Archer Investment Management, LLC | $1.3M | 24,356 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.2M | 22,858 | Added |
| 6 | Merit Financial Group, LLC | $1.2M | 21,404 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $900,099 | 16,594 | Added |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $828,399 | 15,272 | Hold |
| 9 | Kestra Advisory Services, LLC | $771,498 | 14,223 | Added |
| 10 | United Advisor Group, LLC | $751,986 | 13,863 | Trimmed |
| 11 | COLUMBIA ADVISORY PARTNERS LLC | $589,487 | 10,868 | Trimmed |
| 12 | TopTier Wealth Management, LLC | $481,237 | 8,872 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $390,850 | 7,205 | Trimmed |
| 14 | WORLD EQUITY GROUP, INC. | $334,676 | 6,170 | Added |
| 15 | Financial Enhancement Group LLC | $314,981 | 5,807 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $275,759 | 5,084 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $274,460 | 5,120 | Added |
| 18 | Bison Wealth, LLC | $252,932 | 4,742 | Added |
| 19 | CoreCap Advisors, LLC | $244,357 | 4,505 | Trimmed |
| 20 | BIP Wealth, LLC | $228,147 | 4,206 | Trimmed |
| 21 | Concurrent Investment Advisors, LLC | $207,154 | 3,819 | Trimmed |
| 22 | RMR Wealth Builders | $200,928 | 3,704 | New |
| 23 | NBC SECURITIES, INC. | $182,009 | 3,355 | Added |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $86,626 | 1,597 | Hold |
| 25 | Hughes Financial Services, LLC | $54,026 | 996 | Hold |