| 1 | Legacy CG, LLC | $17.5M | 592,967 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 118,862 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $3.1M | 105,989 | Trimmed |
| 4 | CENTAURUS FINANCIAL, INC. | $2.1M | 71,417 | Trimmed |
| 5 | LPL Financial LLC | $1.4M | 47,628 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.1M | 36,601 | Added |
| 7 | Cetera Investment Advisers | $973,063 | 32,992 | Added |
| 8 | Crown Wealth Group, LLC | $869,569 | 29,483 | Hold |
| 9 | MTM FINANCIAL GROUP, LLC | $839,101 | 28,450 | Added |
| 10 | Trek Financial, LLC | $791,380 | 26,832 | Hold |
| 11 | KFG WEALTH MANAGEMENT, LLC | $721,126 | 24,450 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $685,649 | 23,203 | Added |
| 13 | Selby Wealth Management, LLC | $669,512 | 22,700 | New |
| 14 | World Investment Advisors | $659,176 | 22,896 | Hold |
| 15 | Cypress Wealth Services, LLC | $645,091 | 21,872 | Added |
| 16 | Peak Wealth Management LLC | $609,079 | 20,651 | Hold |
| 17 | OLD MISSION CAPITAL LLC | $579,260 | 19,640 | Trimmed |
| 18 | Brookstone Capital Management | $572,477 | 19,410 | Added |
| 19 | CROSSPOINT FINANCIAL, LLC | $556,699 | 18,875 | Hold |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $555,842 | 18,846 | Hold |
| 21 | Quantinno Capital Management LP | $555,842 | 18,846 | Hold |
| 22 | Lineweaver Wealth Advisors, LLC | $544,900 | 18,475 | Hold |
| 23 | Spire Wealth Management | $513,194 | 17,402 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $485,647 | 16,466 | New |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $423,621 | 14,363 | New |