| 1 | Advisory Resource Group | $4.2M | 138,505 | Trimmed |
| 2 | STEPHENS INC /AR/ | $3.1M | 101,873 | Trimmed |
| 3 | Advisory Services Network, LLC | $1.9M | 63,017 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 57,753 | Added |
| 5 | Cetera Investment Advisers | $1.4M | 46,051 | Trimmed |
| 6 | Mariner, LLC | $1.1M | 35,143 | Trimmed |
| 7 | Triad Wealth Partners, LLC | $1.0M | 34,576 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $945,175 | 31,015 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $774,369 | 25,410 | Added |
| 10 | Presidio Capital Management, LLC | $645,034 | 21,166 | Hold |
| 11 | MONEY CONCEPTS CAPITAL CORP | $598,472 | 19,638 | Added |
| 12 | Weaver Consulting Group | $586,796 | 19,255 | Hold |
| 13 | Accel Wealth Management | $572,478 | 18,785 | Trimmed |
| 14 | LVZ, Inc. | $510,360 | 16,747 | Added |
| 15 | HARBOUR INVESTMENTS, INC. | $432,923 | 14,206 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $429,000 | 14,084 | Trimmed |
| 17 | Grant Street Asset Management, Inc. | $405,166 | 13,295 | Added |
| 18 | QTR Family Wealth, LLC | $335,816 | 11,019 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $327,300 | 10,747 | Hold |
| 20 | FSB PREMIER WEALTH MANAGEMENT, INC. | $323,560 | 10,617 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $302,525 | 9,927 | Trimmed |
| 22 | Kingsview Wealth Management, LLC | $285,381 | 9,364 | Trimmed |
| 23 | Prospera Financial Services Inc | $257,068 | 8,434 | Trimmed |
| 24 | Summit Financial, LLC | $251,419 | 8,250 | New |
| 25 | Focus Financial Network, Inc. | $247,913 | 8,135 | Trimmed |