| 1 | AMERICAN ASSET MANAGEMENT INC. | $40.1M | 1.1M | Trimmed |
| 2 | AE Wealth Management LLC | $37.0M | 1.0M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $21.5M | 588,062 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $15.4M | 422,134 | Added |
| 5 | OSAIC HOLDINGS, INC. | $10.8M | 294,761 | Added |
| 6 | LPL Financial LLC | $10.1M | 277,114 | Added |
| 7 | Cetera Investment Advisers | $9.5M | 259,194 | Added |
| 8 | Kestra Advisory Services, LLC | $8.4M | 231,431 | Added |
| 9 | POM Investment Strategies, LLC | $7.6M | 208,819 | New |
| 10 | FSR Wealth Management Ltd. | $5.5M | 149,405 | Trimmed |
| 11 | Allianz SE | $5.2M | 141,496 | Added |
| 12 | Advyzon Investment Management, LLC | $5.0M | 137,265 | Added |
| 13 | BCGM Wealth Management, LLC | $4.5M | 124,426 | Hold |
| 14 | Outlook Wealth Advisors, LLC | $4.3M | 117,551 | Trimmed |
| 15 | Compass Advisory Group LLC | $4.2M | 115,608 | Trimmed |
| 16 | Guardian Capital, LLC | $3.8M | 103,904 | Added |
| 17 | Long Island Wealth Management, Inc. | $3.5M | 94,923 | Trimmed |
| 18 | Aegis Wealth Management, Inc. | $3.2M | 87,982 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 87,521 | Added |
| 20 | World Investment Advisors | $3.0M | 80,982 | New |
| 21 | CENTAURUS FINANCIAL, INC. | $2.9M | 80,301 | Added |
| 22 | Spire Wealth Management | $2.6M | 70,244 | Added |
| 23 | Farther Finance Advisors, LLC | $2.3M | 63,136 | Added |
| 24 | Networth Advisors, LLC | $2.3M | 62,030 | Trimmed |
| 25 | IFP Advisors, Inc | $2.2M | 60,112 | Added |