| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 169,766 | Trimmed |
| 2 | Maltin Wealth Management, Inc. | $4.3M | 160,766 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.7M | 139,674 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $1.6M | 61,055 | Trimmed |
| 5 | IFP Advisors, Inc | $1.3M | 48,400 | Added |
| 6 | Cypress Wealth Services, LLC | $1.3M | 47,519 | Hold |
| 7 | Ignite Planners, LLC | $1.2M | 43,637 | Added |
| 8 | NorthCrest Asset Manangement, LLC | $1.1M | 39,564 | Added |
| 9 | WEALTHGARDEN F.S. LLC | $980,714 | 36,594 | Hold |
| 10 | SECURED RETIREMENT ADVISORS, LLC | $744,799 | 27,791 | Trimmed |
| 11 | OPPENHEIMER & CO INC | $673,725 | 25,139 | Trimmed |
| 12 | PARK AVENUE SECURITIES LLC | $642,000 | 23,973 | Added |
| 13 | SOA Wealth Advisors, LLC. | $608,140 | 22,692 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $586,073 | 21,868 | Added |
| 15 | Diligent Investors, LLC | $573,520 | 21,400 | Added |
| 16 | Nvest Financial, LLC | $499,043 | 18,621 | Trimmed |
| 17 | Kovack Advisors, Inc. | $432,309 | 16,158 | New |
| 18 | Avidian Wealth Enterprises, LLC | $420,814 | 15,702 | Added |
| 19 | KINGSWOOD WEALTH ADVISORS, LLC | $419,098 | 15,638 | Trimmed |
| 20 | DHJJ Financial Advisors, Ltd. | $415,936 | 15,520 | Added |
| 21 | Prospera Financial Services Inc | $382,998 | 14,291 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $327,030 | 51,633 | Added |
| 23 | WINNOW WEALTH LLC | $320,684 | 11,966 | Trimmed |
| 24 | Integrity Financial Corp /WA | $266,901 | 9,959 | Trimmed |
| 25 | Luken Investment Analytics, LLC | $244,925 | 9,139 | Added |