| 1 | Bouchey Financial Group Ltd | $16.3M | 983,628 | Added |
| 2 | Gradient Investments LLC | $15.3M | 922,374 | Added |
| 3 | Berger Financial Group, Inc | $13.8M | 828,848 | Trimmed |
| 4 | ASSETMARK, INC | $11.6M | 696,070 | Added |
| 5 | Simplify Asset Management Inc. | $4.4M | 264,427 | Added |
| 6 | MEITAV INVESTMENT HOUSE LTD | $3.7M | 220,925 | Added |
| 7 | Mattson Financial Services, LLC | $2.4M | 132,660 | Added |
| 8 | Chicago Partners Investment Group LLC | $1.9M | 106,259 | Added |
| 9 | Addison Capital Co | $1.9M | 114,594 | Trimmed |
| 10 | Darwin Wealth Management, LLC | $1.4M | 86,092 | Added |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $1.4M | 86,092 | New |
| 12 | Accurate Wealth Management, LLC | $964,739 | 53,363 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $816,450 | 49,154 | Trimmed |
| 14 | Brookstone Capital Management | $658,902 | 39,669 | Trimmed |
| 15 | Mason & Associates Inc | $641,757 | 38,637 | Added |
| 16 | EAGLE GLOBAL ADVISORS LLC | $637,824 | 38,400 | Hold |
| 17 | Archer Investment Management, LLC | $624,420 | 37,593 | Added |
| 18 | Syntegra Private Wealth Group, LLC | $610,451 | 36,752 | Hold |
| 19 | FAS Wealth Partners, Inc. | $563,369 | 33,917 | Added |
| 20 | AVALON CAPITAL MANAGEMENT | $560,023 | 33,716 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $546,000 | 32,856 | Added |
| 22 | Avidian Wealth Enterprises, LLC | $461,777 | 27,801 | Added |
| 23 | TWIN FOCUS CAPITAL PARTNERS, LLC | $428,040 | 25,770 | Added |
| 24 | Samalin Investment Counsel, LLC | $427,324 | 25,727 | Added |
| 25 | IRON Financial LLC | $423,639 | 25,505 | Added |