| 1 | Berkshire Money Management, Inc. | $7.7M | 269,755 | Trimmed |
| 2 | First Heartland Consultants, Inc. | $6.0M | 208,493 | Added |
| 3 | SageView Advisory Group, LLC | $5.9M | 207,007 | Trimmed |
| 4 | Creative Planning | $5.9M | 207,007 | Trimmed |
| 5 | BLAIR WILLIAM & CO/IL | $3.7M | 130,848 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 118,093 | Trimmed |
| 7 | HighTower Advisors, LLC | $2.4M | 84,329 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $2.3M | 81,306 | Added |
| 9 | Kestra Advisory Services, LLC | $1.1M | 38,521 | Trimmed |
| 10 | Sherry Group, Inc. | $980,041 | 32,355 | Added |
| 11 | JPMORGAN CHASE & CO | $972,617 | 33,990 | Added |
| 12 | Miller Financial Services LLC | $656,228 | 22,925 | Trimmed |
| 13 | Foundations Investment Advisors, LLC | $560,420 | 19,578 | Trimmed |
| 14 | PFS Partners, LLC | $531,080 | 18,553 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $507,779 | 17,739 | Hold |
| 16 | Cetera Investment Advisers | $487,054 | 17,015 | Trimmed |
| 17 | WEALTH ALLIANCE, LLC | $435,714 | 15,221 | Hold |
| 18 | Cambridge Investment Research Advisors, Inc. | $429,000 | 14,985 | Trimmed |
| 19 | AE Wealth Management LLC | $427,085 | 14,920 | Trimmed |
| 20 | LPL Financial LLC | $419,986 | 14,672 | New |
| 21 | OLD MISSION CAPITAL LLC | $406,446 | 14,199 | Trimmed |
| 22 | Faithward Advisors, LLC | $388,413 | 13,569 | Trimmed |
| 23 | WealthShield Partners, LLC | $383,575 | 13,400 | Hold |
| 24 | Keating Financial Advisory Services, Inc. | $361,047 | 12,613 | Added |
| 25 | TopTier Wealth Management, LLC | $357,813 | 12,500 | Trimmed |