| 1 | AE Wealth Management LLC | $98.5M | 1.7M | Added |
| 2 | Independence Financial Advisors, LLC | $12.0M | 204,631 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 88,766 | Added |
| 4 | Certified Advisory Corp | $4.8M | 82,086 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.3M | 56,940 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 43,266 | Trimmed |
| 7 | Peak Financial Management, Inc. | $1.9M | 32,967 | Trimmed |
| 8 | MATHER GROUP, LLC. | $1.9M | 31,821 | Hold |
| 9 | Wealth Alliance Advisory Group, LLC | $1.7M | 28,337 | Trimmed |
| 10 | J.W. COLE ADVISORS, INC. | $1.6M | 28,138 | New |
| 11 | Beaumont Financial Advisors, LLC | $1.6M | 28,085 | Trimmed |
| 12 | Centerline Wealth Advisors, LLC | $1.5M | 26,064 | Trimmed |
| 13 | Wealthcare Advisory Partners LLC | $1.5M | 25,902 | Added |
| 14 | Yoder Wealth Management, Inc. | $1.4M | 23,089 | Trimmed |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 17,773 | Trimmed |
| 16 | SeaCrest Wealth Management, LLC | $1.0M | 17,735 | Added |
| 17 | PENOBSCOT WEALTH MANAGEMENT | $1.0M | 17,557 | Added |
| 18 | BLUE JEAN FINANCIAL LLC | $945,756 | 16,164 | New |
| 19 | Traynor Capital Management, Inc. | $890,102 | 15,213 | Added |
| 20 | Elevated Capital Advisors, LLC | $882,572 | 15,084 | Trimmed |
| 21 | Smith Salley Wealth Management | $792,547 | 13,546 | Trimmed |
| 22 | CITIGROUP INC | $789,627 | 13,496 | Added |
| 23 | AMERICAN NATIONAL BANK & TRUST | $727,205 | 12,431 | Added |
| 24 | LYNCH & ASSOCIATES/IN | $703,875 | 12,030 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $671,110 | 11,470 | Added |