| 1 | PRUDENTIAL FINANCIAL INC | $15.2M | 491,406 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 242,055 | Added |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | $4.5M | 147,369 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.9M | 125,329 | New |
| 5 | Spire Wealth Management | $2.4M | 77,824 | Added |
| 6 | AMERICAN ASSET MANAGEMENT INC. | $1.3M | 41,980 | Added |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 38,093 | Hold |
| 8 | Blue Water Asset Management | $1.0M | 33,441 | Added |
| 9 | Kestra Advisory Services, LLC | $875,486 | 28,388 | Added |
| 10 | Evergreen Wealth Solutions, LLC | $854,513 | 27,136 | New |
| 11 | Cetera Investment Advisers | $674,810 | 21,881 | New |
| 12 | CENTAURUS FINANCIAL, INC. | $649,000 | 21,040 | New |
| 13 | Barnes Dennig Private Wealth Management LLC | $543,462 | 17,622 | Trimmed |
| 14 | SMITH, MOORE & CO. | $450,141 | 14,596 | New |
| 15 | NBZ Investment Advisors LLC | $345,315 | 11,197 | Hold |
| 16 | MML INVESTORS SERVICES, LLC | $302,201 | 9,799 | New |
| 17 | Three Seasons Wealth, LLC | $282,063 | 9,146 | Hold |
| 18 | Royal Bank of Canada | $229,000 | 7,434 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $159,535 | 5,173 | New |
| 20 | DHJJ Financial Advisors, Ltd. | $139,952 | 4,538 | Added |
| 21 | Parallel Advisors, LLC | $54,856 | 1,778 | Hold |
| 22 | PNC Financial Services Group, Inc. | $42,806 | 1,388 | Hold |
| 23 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 24 | UBS Group AG | $0 | 0 | Exited |
| 25 | LeClair Wealth Partners LLC | $0 | 0 | Exited |