| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $42.9M | 1.6M | Hold |
| 2 | Guardian Financial Partners, LLC | $20.4M | 770,855 | Added |
| 3 | Atria Investments, Inc | $17.9M | 677,733 | Added |
| 4 | Sound Income Strategies, LLC | $8.7M | 330,517 | Added |
| 5 | Gradient Investments LLC | $8.0M | 302,753 | Added |
| 6 | Sowell Financial Services LLC | $4.2M | 158,003 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 156,040 | Added |
| 8 | CWC Advisors, LLC. | $3.8M | 142,226 | Trimmed |
| 9 | Valeo Financial Advisors, LLC | $3.3M | 123,764 | Hold |
| 10 | BASSO CAPITAL MANAGEMENT, L.P. | $3.1M | 116,451 | Added |
| 11 | Client First Investment Management LLC | $3.0M | 112,467 | New |
| 12 | Impact Partnership Wealth, LLC | $2.9M | 110,679 | Added |
| 13 | Farther Finance Advisors, LLC | $2.7M | 102,958 | Added |
| 14 | PRIMORIS WEALTH ADVISORS, LLC | $2.4M | 92,450 | Added |
| 15 | Kestra Advisory Services, LLC | $2.0M | 74,396 | Trimmed |
| 16 | SEAVIEW INVESTMENT MANAGERS LLC | $1.5M | 56,757 | Added |
| 17 | Rockport Wealth LLC | $1.2M | 46,861 | Added |
| 18 | Brucke Financial, Inc. | $1.0M | 39,422 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $752,000 | 28,452 | Added |
| 20 | GRIFFIN ASSET MANAGEMENT, INC. | $734,819 | 27,813 | New |
| 21 | LAUREL OAK WEALTH MANAGEMENT, LLC | $711,326 | 26,924 | Trimmed |
| 22 | Almanack Investment Partners, LLC. | $665,758 | 25,199 | Trimmed |
| 23 | Gladstone Institutional Advisory LLC | $581,930 | 22,026 | Trimmed |
| 24 | MGO ONE SEVEN LLC | $480,685 | 18,194 | Trimmed |
| 25 | Tactive Advisors, LLC | $374,223 | 14,164 | Added |