| 1 | Crown Wealth Group, LLC | $14.0M | 499,424 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $1.5M | 53,039 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $789,010 | 28,194 | Trimmed |
| 4 | Calamos Wealth Management LLC | $767,262 | 27,412 | Hold |
| 5 | MARIPAU WEALTH MANAGEMENT LLC | $650,595 | 23,248 | Trimmed |
| 6 | Signal Advisors Wealth, LLC | $650,595 | 23,248 | Trimmed |
| 7 | CENTAURUS FINANCIAL, INC. | $593,000 | 21,199 | Trimmed |
| 8 | WEDBUSH SECURITIES INC | $567,000 | 20,260 | Added |
| 9 | OLD MISSION CAPITAL LLC | $538,851 | 19,255 | New |
| 10 | Capital Analysts, LLC | $363,000 | 12,968 | Hold |
| 11 | SageView Advisory Group, LLC | $297,951 | 10,647 | Hold |
| 12 | Creative Planning | $297,950 | 10,647 | Hold |
| 13 | ADAMSBROWN WEALTH CONSULTANTS LLC | $286,426 | 10,235 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $206,333 | 7,373 | Trimmed |
| 15 | BURKETT FINANCIAL SERVICES, LLC | $165,895 | 5,928 | Trimmed |
| 16 | Aptus Capital Advisors, LLC | $34,422 | 1,230 | Hold |
| 17 | CX Institutional | $10,000 | 374 | Hold |
| 18 | Essential Investment Partners LLC | $8,396 | 300 | Hold |
| 19 | Calamos Advisors LLC | $0 | 0 | Exited |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 21 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 23 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 24 | VanWeelden Wealth Management, LLC | $0 | 0 | Exited |
| 25 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |