| 1 | AE Wealth Management LLC | $32.0M | 897,549 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $22.2M | 623,186 | Trimmed |
| 3 | ACCESS FINANCIAL SERVICES, INC. | $7.8M | 220,052 | Trimmed |
| 4 | POM Investment Strategies, LLC | $6.6M | 185,426 | Added |
| 5 | AMERICAN ASSET MANAGEMENT INC. | $5.7M | 161,052 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $4.9M | 138,677 | Trimmed |
| 7 | FSR Wealth Management Ltd. | $4.6M | 129,916 | Added |
| 8 | Outlook Wealth Advisors, LLC | $3.6M | 100,801 | Added |
| 9 | Spire Wealth Management | $2.6M | 72,279 | Trimmed |
| 10 | Networth Advisors, LLC | $2.0M | 55,130 | Added |
| 11 | Farther Finance Advisors, LLC | $1.7M | 47,768 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.4M | 39,912 | Added |
| 13 | Aegis Wealth Management, Inc. | $1.4M | 39,855 | Added |
| 14 | Focus Financial Network, Inc. | $1.2M | 33,844 | Added |
| 15 | First Heartland Consultants, Inc. | $1.1M | 30,831 | Hold |
| 16 | Cypress Wealth Services, LLC | $886,475 | 24,866 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $724,196 | 20,314 | Added |
| 18 | PFG Advisors | $682,228 | 19,137 | Trimmed |
| 19 | AdvisorNet Financial, Inc | $498,567 | 13,985 | Hold |
| 20 | Blue Water Asset Management | $487,119 | 13,664 | Hold |
| 21 | Mosley Wealth Management | $470,403 | 13,195 | Added |
| 22 | Elevation Wealth Management LLC | $434,078 | 12,176 | Hold |
| 23 | Merit Financial Group, LLC | $415,272 | 11,649 | Trimmed |
| 24 | Patriot Financial Group Insurance Agency, LLC | $384,843 | 10,795 | Trimmed |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $348,461 | 9,774 | Hold |