| 1 | AE Wealth Management LLC | $109.0M | 1.9M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $48.6M | 832,666 | Added |
| 3 | Kestra Advisory Services, LLC | $32.1M | 549,769 | Trimmed |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $26.3M | 449,543 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $24.5M | 419,958 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 399,807 | Trimmed |
| 7 | Apollon Wealth Management, LLC | $8.8M | 151,028 | Added |
| 8 | Northside Capital Management, LLC | $7.9M | 135,459 | Trimmed |
| 9 | Conrad Siegel Investment Advisors, Inc. | $4.7M | 79,977 | Added |
| 10 | Richard C. Young & CO., LTD. | $4.3M | 74,002 | Added |
| 11 | Maltin Wealth Management, Inc. | $4.2M | 71,888 | Added |
| 12 | PRIMORIS WEALTH ADVISORS, LLC | $3.8M | 65,425 | Trimmed |
| 13 | Targeted Financial Services LLC | $3.4M | 58,504 | Added |
| 14 | Grey Ledge Advisors, LLC | $3.2M | 55,038 | Trimmed |
| 15 | Beaumont Financial Advisors, LLC | $3.1M | 52,404 | Trimmed |
| 16 | SIMON QUICK ADVISORS, LLC | $3.0M | 52,155 | Trimmed |
| 17 | Yoder Wealth Management, Inc. | $2.6M | 44,768 | Trimmed |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | $2.5M | 43,346 | Trimmed |
| 19 | Wealth Alliance Advisory Group, LLC | $2.4M | 41,891 | Trimmed |
| 20 | High Point Wealth Management, LLC | $2.1M | 36,594 | Added |
| 21 | Capital Investment Advisory Services, LLC | $1.9M | 33,117 | Added |
| 22 | J.W. COLE ADVISORS, INC. | $1.6M | 26,588 | New |
| 23 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $1.4M | 24,459 | Added |
| 24 | NBC SECURITIES, INC. | $1.3M | 22,787 | Added |
| 25 | NWAM LLC | $1.3M | 22,207 | Added |