| 1 | Private Advisor Group, LLC | $25.0M | 541,897 | Added |
| 2 | Key Financial Inc | $20.9M | 452,268 | Trimmed |
| 3 | BIP Wealth, LLC | $11.9M | 258,717 | Added |
| 4 | ShoreHaven Wealth Partners, LLC | $8.1M | 176,021 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 172,379 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.3M | 113,750 | Added |
| 7 | Kestra Advisory Services, LLC | $4.3M | 93,394 | Trimmed |
| 8 | Well Done, LLC | $2.2M | 47,681 | Added |
| 9 | Breakwater Capital Group | $2.1M | 46,237 | Trimmed |
| 10 | SENTINEL PENSION ADVISORS, LLC | $1.3M | 29,356 | Trimmed |
| 11 | 5T Wealth, LLC | $1.1M | 24,083 | Trimmed |
| 12 | DRIVE WEALTH MANAGEMENT, LLC | $901,448 | 19,520 | Trimmed |
| 13 | Sowa Financial Group, Inc. | $814,000 | 17,617 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $711,192 | 15,400 | Trimmed |
| 15 | Manske Wealth Management | $677,098 | 14,662 | Trimmed |
| 16 | WealthPlan Investment Management, LLC | $670,603 | 14,521 | Trimmed |
| 17 | HOWARD WEALTH MANAGEMENT, LLC | $640,701 | 13,874 | Hold |
| 18 | Onyx Bridge Wealth Group LLC | $561,168 | 12,152 | Trimmed |
| 19 | United Advisor Group, LLC | $530,050 | 11,478 | Added |
| 20 | Raab & Moskowitz Asset Management LLC | $487,199 | 10,550 | Trimmed |
| 21 | Integrity Financial Corp /WA | $482,188 | 10,441 | Trimmed |
| 22 | CHERRYDALE WEALTH MANAGEMENT, LLC | $481,216 | 10,420 | Added |
| 23 | INTEGRITY ALLIANCE, LLC. | $478,821 | 10,368 | Added |
| 24 | PRINCIPAL SECURITIES, INC. | $397,711 | 8,612 | Added |
| 25 | Boyer Financial Services, Inc. | $346,712 | 7,600 | New |