| 1 | Gradient Investments LLC | $61.3M | 1.2M | Trimmed |
| 2 | BEAM WEALTH ADVISORS, INC. | $18.5M | 365,172 | Added |
| 3 | Asset Advisors Investment Management, LLC | $11.9M | 234,837 | Added |
| 4 | Mattson Financial Services, LLC | $4.5M | 89,871 | Trimmed |
| 5 | DAVENPORT & Co LLC | $4.4M | 87,005 | New |
| 6 | Global Wealth Management Investment Advisory, Inc. | $4.2M | 81,918 | Added |
| 7 | Paladin Wealth, LLC | $2.3M | 45,274 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 30,467 | Added |
| 9 | NAPLES GLOBAL ADVISORS, LLC | $644,881 | 12,725 | Added |
| 10 | Breakwater Capital Group | $530,854 | 10,475 | Added |
| 11 | Ashton Thomas Private Wealth, LLC | $522,813 | 10,316 | New |
| 12 | Savvy Advisors, Inc. | $504,197 | 9,949 | Added |
| 13 | Walser Wealth Management Company, A Ltd Liability Co | $337,713 | 6,664 | New |
| 14 | BASSO CAPITAL MANAGEMENT, L.P. | $304,491 | 6,008 | Added |
| 15 | Legacy Capital Group California, Inc. | $265,655 | 5,242 | Added |
| 16 | 1620 INVESTMENT ADVISORS, INC. | $20,271 | 400 | New |
| 17 | AE Wealth Management LLC | $15,305 | 302 | Trimmed |
| 18 | ASHTON THOMAS SECURITIES, LLC | $8,869 | 175 | New |
| 19 | Signature Equity Partners, LLC | $7,868 | 155 | Added |
| 20 | CoreCap Advisors, LLC | $4,561 | 90 | New |
| 21 | Root Financial Partners, LLC | $0 | 0 | Exited |