| 1 | Heartwood Wealth Advisors LLC | $7.6M | 340,927 | Added |
| 2 | Keystone Financial Group | $6.7M | 301,992 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 146,333 | Trimmed |
| 4 | Total Clarity Wealth Management, Inc. | $3.0M | 134,707 | Added |
| 5 | Hedeker Wealth, LLC | $2.2M | 97,332 | Added |
| 6 | INVESTMENT PARTNERS, LTD. | $1.7M | 77,125 | Trimmed |
| 7 | SimpliFi, Inc. | $915,656 | 40,987 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $724,000 | 32,434 | Added |
| 9 | Cross Staff Investments Inc | $670,200 | 30,000 | Hold |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $517,247 | 23,426 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $420,682 | 18,831 | Trimmed |
| 12 | Wealthcare Advisory Partners LLC | $360,545 | 16,139 | Added |
| 13 | Madrona Financial Services, LLC | $336,373 | 15,057 | Trimmed |
| 14 | Provenance Wealth Advisors, LLC | $293,994 | 13,160 | Hold |
| 15 | Private Advisor Group, LLC | $262,049 | 11,730 | Trimmed |
| 16 | QP WEALTH MANAGEMENT, LLC | $260,596 | 11,665 | Added |
| 17 | Intrua Financial, LLC | $210,286 | 9,413 | Trimmed |
| 18 | Ashton Thomas Private Wealth, LLC | $107,858 | 4,828 | Hold |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $55,650 | 2,500 | Hold |
| 20 | IFP Advisors, Inc | $50,734 | 2,271 | New |
| 21 | Farther Finance Advisors, LLC | $10,254 | 459 | New |
| 22 | GAMMA Investing LLC | $8,936 | 400 | Hold |
| 23 | CoreCap Advisors, LLC | $22 | 1 | Hold |
| 24 | ASSETMARK, INC | $0 | 0 | Exited |
| 25 | Sound Income Strategies, LLC | $0 | 0 | Exited |