| 1 | Gradient Investments LLC | $25.8M | 787,334 | Added |
| 2 | Creative Planning | $7.9M | 242,130 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 85,860 | Added |
| 4 | Janney Montgomery Scott LLC | $2.2M | 65,963 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.1M | 65,053 | Trimmed |
| 6 | Cetera Investment Advisers | $2.1M | 64,009 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 62,224 | Added |
| 8 | CORRADO ADVISORS, LLC | $1.9M | 59,411 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $1.6M | 48,243 | New |
| 10 | Fragasso Financial Advisors Inc | $1.2M | 36,957 | Trimmed |
| 11 | Americana Partners, LLC | $1.1M | 32,280 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $1.1M | 32,214 | Added |
| 13 | Sigma Planning Corp | $1.0M | 31,823 | Trimmed |
| 14 | KFG WEALTH MANAGEMENT, LLC | $961,731 | 29,330 | Trimmed |
| 15 | HighTower Advisors, LLC | $932,449 | 28,437 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $891,035 | 27,174 | Added |
| 17 | Soltis Investment Advisors LLC | $872,378 | 26,605 | Hold |
| 18 | CreativeOne Wealth, LLC | $854,540 | 26,061 | Trimmed |
| 19 | SECURED RETIREMENT ADVISORS, LLC | $813,094 | 24,797 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $775,868 | 23,662 | Trimmed |
| 21 | Diligent Investors, LLC | $765,483 | 23,345 | Hold |
| 22 | PFS Partners, LLC | $585,368 | 17,852 | Trimmed |
| 23 | Berger Financial Group, Inc | $546,020 | 16,652 | Hold |
| 24 | AdvisorNet Financial, Inc | $532,477 | 16,239 | Hold |
| 25 | Focus Partners Wealth | $509,163 | 15,528 | Hold |