| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $58.8M | 1.5M | Trimmed |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $8.5M | 220,817 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 220,463 | Added |
| 4 | Kestra Advisory Services, LLC | $7.1M | 185,272 | Trimmed |
| 5 | Holland Advisory Services, Inc. | $7.1M | 184,197 | New |
| 6 | D.A. DAVIDSON & CO. | $6.9M | 178,078 | Trimmed |
| 7 | OmniStar Financial Group, Inc. | $5.6M | 145,704 | Added |
| 8 | Braeburn Wealth Management LLC | $4.3M | 112,099 | Added |
| 9 | Roan Capital Partners | $3.9M | 100,174 | Trimmed |
| 10 | Cadent Capital Advisors, LLC | $3.0M | 77,443 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.8M | 73,908 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 62,432 | Added |
| 13 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.4M | 35,825 | Hold |
| 14 | Midwest Financial Network, LLC | $1.4M | 35,525 | New |
| 15 | BENJAMIN EDWARDS INC | $1.3M | 34,445 | Hold |
| 16 | Compound Planning, Inc. | $1.2M | 29,998 | Trimmed |
| 17 | JOHNSON INVESTMENT COUNSEL INC | $1.1M | 29,423 | New |
| 18 | Align Financial, LLC | $1.1M | 28,086 | Hold |
| 19 | RCS Financial Planning, LLC | $999,363 | 25,944 | Added |
| 20 | Patriot Financial Group Insurance Agency, LLC | $811,883 | 21,077 | Trimmed |
| 21 | PRINCIPAL SECURITIES, INC. | $700,582 | 18,188 | Trimmed |
| 22 | Focus Financial Network, Inc. | $399,967 | 10,383 | Added |
| 23 | Clarity Asset Management, Inc. | $376,676 | 9,779 | Added |
| 24 | J.W. COLE ADVISORS, INC. | $301,127 | 7,817 | New |
| 25 | RDA Financial Network | $276,959 | 7,190 | New |