| 1 | Global Wealth Strategies & Associates | $9.3M | 213,061 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 136,208 | Added |
| 3 | Kestra Advisory Services, LLC | $3.3M | 74,726 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 68,557 | Added |
| 5 | Midwest Financial Network, LLC | $1.5M | 34,887 | New |
| 6 | RCS Financial Planning, LLC | $1.2M | 27,097 | Added |
| 7 | Synergy Asset Management, LLC | $618,188 | 14,101 | New |
| 8 | Envestnet Portfolio Solutions, Inc. | $421,828 | 9,622 | Hold |
| 9 | Galvin, Gaustad & Stein, LLC | $418,365 | 9,543 | New |
| 10 | Calamos Wealth Management LLC | $392,938 | 8,963 | Hold |
| 11 | RDA Financial Network | $370,799 | 8,458 | Added |
| 12 | Foundation Wealth Management, LLC\PA | $314,947 | 7,184 | New |
| 13 | J.W. COLE ADVISORS, INC. | $286,090 | 6,526 | New |
| 14 | AE Wealth Management LLC | $244,627 | 5,580 | Added |
| 15 | ShoreHaven Wealth Partners, LLC | $231,168 | 5,273 | Added |
| 16 | NWAM LLC | $201,197 | 4,589 | New |
| 17 | Cornerstone Planning Group LLC | $79,993 | 1,845 | Added |
| 18 | Farther Finance Advisors, LLC | $78,756 | 1,796 | Added |
| 19 | IFP Advisors, Inc | $75,931 | 1,732 | Hold |
| 20 | Mid-American Wealth Advisory Group, Inc. | $0 | 0 | Exited |
| 21 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 22 | Granite Harbor Advisors, Inc. | $0 | 0 | Exited |
| 23 | Valeo Financial Advisors, LLC | $0 | 0 | Exited |
| 24 | Calamos Advisors LLC | $0 | 0 | Exited |
| 25 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |