| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $49.8M | 1.2M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $7.0M | 171,426 | Added |
| 3 | AMERICAN ASSET MANAGEMENT INC. | $6.1M | 149,192 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $4.6M | 112,954 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 75,564 | Added |
| 6 | BIP Wealth, LLC | $2.5M | 62,126 | Trimmed |
| 7 | Elevated Capital Advisors, LLC | $2.0M | 48,661 | Trimmed |
| 8 | RFG Advisory, LLC | $1.7M | 41,515 | Trimmed |
| 9 | WEALTHGARDEN F.S. LLC | $1.5M | 35,791 | Trimmed |
| 10 | Aegis Wealth Management, Inc. | $1.4M | 34,584 | Trimmed |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 34,101 | Trimmed |
| 12 | IFP Advisors, Inc | $1.3M | 31,553 | Added |
| 13 | Forty-three Eighteen Advisors, LLC | $1.1M | 27,827 | Hold |
| 14 | Focus Financial Network, Inc. | $1.1M | 27,353 | Added |
| 15 | Cypress Wealth Services, LLC | $1.1M | 26,852 | Hold |
| 16 | Castle Rock Wealth Management, LLC | $1.0M | 24,619 | Hold |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $975,353 | 23,894 | Added |
| 18 | Midwest Financial Network, LLC | $887,087 | 21,732 | New |
| 19 | AE Wealth Management LLC | $756,314 | 18,528 | Trimmed |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $711,125 | 17,421 | Added |
| 21 | Spire Wealth Management | $652,793 | 15,992 | Trimmed |
| 22 | PFG Advisors | $596,993 | 14,625 | Added |
| 23 | Advisory Solutions Group, LLC | $521,312 | 12,771 | New |
| 24 | Stirlingshire Investments, Inc. | $416,691 | 10,208 | Trimmed |
| 25 | Elevation Wealth Management LLC | $391,260 | 9,585 | Trimmed |