| 1 | Cambridge Investment Research Advisors, Inc. | $29.5M | 1.2M | Added |
| 2 | Insight Wealth Strategies, LLC | $28.2M | 1.1M | New |
| 3 | Demars Financial Group, LLC | $16.9M | 660,006 | Added |
| 4 | White Pine Investment CO | $14.7M | 575,230 | Added |
| 5 | Strategic Financial Concepts, LLC | $13.5M | 528,739 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $12.5M | 487,112 | Trimmed |
| 7 | PARSONS CAPITAL MANAGEMENT INC/RI | $12.4M | 486,022 | Trimmed |
| 8 | Anson Capital, Inc. | $9.8M | 383,146 | Added |
| 9 | FAS Wealth Partners, Inc. | $9.5M | 372,818 | Added |
| 10 | AlphaStar Capital Management, LLC | $7.8M | 303,888 | Added |
| 11 | Ferguson Shapiro LLC | $6.6M | 258,711 | New |
| 12 | Systelligence, LLC | $6.4M | 251,058 | Added |
| 13 | Bensler, LLC | $5.8M | 226,117 | Trimmed |
| 14 | KFA Private Wealth Group, LLC | $5.6M | 220,459 | Added |
| 15 | CWC Advisors, LLC. | $5.5M | 213,211 | Added |
| 16 | Sovran Advisors, LLC | $5.4M | 212,498 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.4M | 172,534 | Trimmed |
| 18 | MISSION WEALTH MANAGEMENT, LP | $4.4M | 170,617 | New |
| 19 | Focus Financial Network, Inc. | $4.3M | 166,592 | New |
| 20 | Kestra Advisory Services, LLC | $4.1M | 160,750 | Added |
| 21 | North Star Investment Management Corp. | $3.8M | 149,897 | Added |
| 22 | High Note Wealth, LLC | $3.8M | 147,905 | Trimmed |
| 23 | Smith Thornton Advisors LLC | $3.4M | 133,885 | Added |
| 24 | J. M. Brown & Associates Inc. | $3.4M | 131,784 | New |
| 25 | Kovack Advisors, Inc. | $3.4M | 131,723 | Trimmed |