| 1 | AMERICAN ASSET MANAGEMENT INC. | $41.3M | 1.1M | Trimmed |
| 2 | AE Wealth Management LLC | $40.2M | 1.0M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $22.3M | 576,590 | Trimmed |
| 4 | POM Investment Strategies, LLC | $8.4M | 217,199 | Added |
| 5 | Kestra Advisory Services, LLC | $6.8M | 176,060 | Trimmed |
| 6 | FSR Wealth Management Ltd. | $5.9M | 152,142 | Added |
| 7 | BCGM Wealth Management, LLC | $4.8M | 124,426 | Hold |
| 8 | Outlook Wealth Advisors, LLC | $4.6M | 118,060 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 97,001 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.7M | 95,750 | Added |
| 11 | Spire Wealth Management | $2.7M | 69,662 | Trimmed |
| 12 | Networth Advisors, LLC | $2.5M | 64,401 | Added |
| 13 | Farther Finance Advisors, LLC | $2.5M | 64,009 | Added |
| 14 | IFP Advisors, Inc | $2.3M | 59,923 | Trimmed |
| 15 | Aegis Wealth Management, Inc. | $1.7M | 44,680 | Trimmed |
| 16 | Blue Water Asset Management | $1.7M | 44,490 | Hold |
| 17 | Castle Rock Wealth Management, LLC | $1.2M | 31,422 | Trimmed |
| 18 | PFG Advisors | $1.1M | 27,402 | Trimmed |
| 19 | Midwest Financial Network, LLC | $991,465 | 25,636 | New |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $956,198 | 24,724 | Added |
| 21 | Concurrent Investment Advisors, LLC | $754,818 | 19,517 | Trimmed |
| 22 | Mosley Wealth Management | $597,063 | 15,438 | Added |
| 23 | PARK AVENUE SECURITIES LLC | $597,000 | 15,440 | Added |
| 24 | BIP Wealth, LLC | $535,338 | 13,842 | Trimmed |
| 25 | Focus Financial Network, Inc. | $513,100 | 13,267 | Trimmed |