| 1 | Gradient Investments LLC | $56.7M | 1.4M | Added |
| 2 | AE Wealth Management LLC | $39.0M | 947,801 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 109,042 | Trimmed |
| 4 | FWG Investments, LLC. | $3.0M | 72,521 | New |
| 5 | FSR Wealth Management Ltd. | $2.6M | 62,476 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 26,161 | Added |
| 7 | Quest 10 Wealth Builders, Inc. | $800,788 | 19,465 | New |
| 8 | Cambridge Investment Research Advisors, Inc. | $710,000 | 17,250 | Added |
| 9 | Mattson Financial Services, LLC | $437,162 | 10,575 | Added |
| 10 | Paladin Wealth, LLC | $406,298 | 9,876 | Trimmed |
| 11 | A4 Wealth Advisors LLC | $316,818 | 7,701 | Trimmed |
| 12 | Strategic Blueprint, LLC | $303,119 | 7,368 | Hold |
| 13 | Focus Financial Network, Inc. | $280,286 | 6,813 | Trimmed |
| 14 | Nvest Financial, LLC | $273,169 | 6,640 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $268,479 | 6,526 | Hold |
| 16 | Accurate Wealth Management, LLC | $222,603 | 5,375 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $213,516 | 5,190 | Trimmed |
| 18 | Mosley Wealth Management | $106,552 | 2,590 | New |
| 19 | AdvisorNet Financial, Inc | $65,834 | 1,600 | Hold |
| 20 | Decker Retirement Planning Inc. | $59,694 | 1,451 | New |
| 21 | Networth Advisors, LLC | $56,444 | 1,372 | New |
| 22 | Key Capital Management, INC | $37,149 | 903 | New |
| 23 | Elevated Capital Advisors, LLC | $21,187 | 515 | New |
| 24 | ASSETMARK, INC | $16,456 | 400 | New |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6,912 | 168 | Hold |