| 1 | Luken Investment Analytics, LLC | $11.9M | 615,944 | New |
| 2 | Kestra Advisory Services, LLC | $9.6M | 498,386 | Added |
| 3 | Garden State Investment Advisory Services LLC | $5.2M | 270,634 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.7M | 243,862 | Added |
| 5 | Insight Advisors, LLC/ PA | $3.6M | 189,193 | Trimmed |
| 6 | SageGuard Financial Group, LLC | $3.0M | 153,528 | Added |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 103,455 | Added |
| 8 | Brookstone Capital Management | $2.0M | 102,248 | Added |
| 9 | Balboa Wealth Partners | $1.7M | 85,890 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 82,024 | New |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 81,112 | Trimmed |
| 12 | Cetera Investment Advisers | $1.5M | 76,832 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 69,413 | Added |
| 14 | Benson Wealth Management INC | $1.3M | 66,432 | Added |
| 15 | Capital Investment Advisory Services, LLC | $1.3M | 66,132 | Added |
| 16 | JANE STREET GROUP, LLC | $1.2M | 64,778 | Added |
| 17 | OneDigital Investment Advisors LLC | $1.1M | 55,465 | Trimmed |
| 18 | Next Level Private LLC | $797,822 | 41,424 | Added |
| 19 | Maridea Wealth Management LLC | $736,252 | 38,227 | New |
| 20 | Foundations Investment Advisors, LLC | $527,244 | 27,375 | Added |
| 21 | Clear Creek Financial Management, LLC | $498,603 | 25,888 | Hold |
| 22 | HARBOUR INVESTMENTS, INC. | $416,536 | 21,627 | Added |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $322,270 | 16,750 | New |
| 24 | Integrated Wealth Concepts LLC | $319,735 | 16,601 | Added |
| 25 | Triad Wealth Partners, LLC | $274,740 | 14,265 | New |