| 1 | Gradient Investments LLC | $35.4M | 1.2M | New |
| 2 | AE Wealth Management LLC | $16.4M | 551,834 | Added |
| 3 | Elevated Capital Advisors, LLC | $8.1M | 273,420 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $6.4M | 213,835 | Added |
| 5 | CITIGROUP INC | $5.3M | 177,600 | Hold |
| 6 | Encompass More Asset Management | $5.2M | 174,857 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 147,884 | Added |
| 8 | Key Capital Management, INC | $4.4M | 147,315 | Added |
| 9 | Park Edge Advisors, LLC | $3.6M | 120,373 | Trimmed |
| 10 | Pekin Hardy Strauss, Inc. | $3.2M | 106,956 | Added |
| 11 | B.O.S.S. Retirement Advisors, LLC | $2.6M | 85,893 | Added |
| 12 | Paladin Wealth, LLC | $1.3M | 44,227 | New |
| 13 | Beacon Capital Management, LLC | $1.3M | 43,066 | Trimmed |
| 14 | Networth Advisors, LLC | $944,113 | 31,692 | Added |
| 15 | MATHER GROUP, LLC. | $845,202 | 28,372 | Trimmed |
| 16 | Mattson Financial Services, LLC | $835,446 | 28,533 | New |
| 17 | WealthCare Asset Management, LLC | $794,812 | 26,680 | Added |
| 18 | Mosley Wealth Management | $663,201 | 22,263 | New |
| 19 | Belpointe Asset Management LLC | $622,863 | 20,908 | Added |
| 20 | Summit Global Investments | $445,000 | 14,936 | Added |
| 21 | Sowell Financial Services LLC | $389,508 | 13,075 | New |
| 22 | Decker Retirement Planning Inc. | $265,912 | 8,926 | Trimmed |
| 23 | NBC SECURITIES, INC. | $265,279 | 8,905 | Added |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $263,077 | 8,831 | Added |
| 25 | POM Investment Strategies, LLC | $76,590 | 2,571 | Trimmed |