| 1 | USA FINANCIAL FORMULAS | $63.6M | 354,526 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $28.6M | 159,100 | Added |
| 3 | ASSETMARK, INC | $27.4M | 152,872 | New |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $16.0M | 89,156 | Added |
| 5 | CoreCap Advisors, LLC | $11.0M | 61,497 | Added |
| 6 | Farther Finance Advisors, LLC | $7.8M | 43,515 | Added |
| 7 | First Heartland Consultants, Inc. | $7.1M | 39,664 | Added |
| 8 | Sharp Financial Services, LLC | $7.1M | 39,548 | New |
| 9 | Sumitomo Mitsui Trust Group, Inc. | $6.7M | 37,063 | New |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $6.0M | 33,174 | Added |
| 11 | Gerald Baker Financial Group LLC | $5.0M | 27,867 | Added |
| 12 | Conservest Capital Advisors, Inc. | $4.6M | 25,900 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 23,661 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 23,631 | Added |
| 15 | Financial Planning Fort Collins, LLC | $3.0M | 17,172 | Added |
| 16 | Lifestyle Asset Management, Inc. | $2.6M | 14,468 | Added |
| 17 | EXCHANGE TRADED CONCEPTS, LLC | $2.5M | 14,117 | New |
| 18 | Atria Investments, Inc | $2.5M | 13,666 | New |
| 19 | Wealthstar Advisors, LLC | $2.2M | 12,037 | Added |
| 20 | Counterweight Ventures, LLC | $2.1M | 11,680 | Trimmed |
| 21 | Pathway Financial Advisors LLC | $1.9M | 10,642 | Trimmed |
| 22 | Buck Wealth Strategies, LLC | $1.9M | 10,562 | Added |
| 23 | Miracle Mile Advisors, LLC | $1.9M | 10,396 | Added |
| 24 | Legacy Wealth Partners, LLC | $1.7M | 9,214 | New |
| 25 | Keystone Financial Group | $1.6M | 8,986 | New |