| 1 | AE Wealth Management LLC | $83.3M | 2.0M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 722,984 | Trimmed |
| 3 | Berman McAleer LLC | $13.6M | 331,532 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 180,687 | Added |
| 5 | Centennial Wealth Advisory LLC | $3.4M | 83,823 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $2.1M | 50,855 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $2.0M | 49,438 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.9M | 47,070 | Added |
| 9 | Sovran Advisors, LLC | $1.2M | 28,254 | Added |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $473,644 | 11,546 | Added |
| 11 | Williams & Novak, LLC | $424,245 | 10,341 | Added |
| 12 | Beacon Capital Management, LLC | $412,743 | 10,061 | Added |
| 13 | Savvy Advisors, Inc. | $303,810 | 7,406 | Added |
| 14 | High Point Wealth Management, LLC | $256,141 | 6,244 | Added |
| 15 | Alliance Wealth Advisors, LLC | $207,908 | 5,068 | New |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | $58,910 | 1,436 | Hold |
| 17 | Quest 10 Wealth Builders, Inc. | $4,718 | 115 | Trimmed |
| 18 | Key Capital Management, INC | $4,266 | 104 | New |
| 19 | Raleigh Capital Management Inc. | $26 | 1 | Hold |
| 20 | RFG Advisory, LLC | $0 | 0 | Exited |
| 21 | Root Financial Partners, LLC | $0 | 0 | Exited |