| 1 | AE Wealth Management LLC | $47.1M | 1.2M | Added |
| 2 | FWG Investments, LLC. | $3.6M | 96,468 | New |
| 3 | FSR Wealth Management Ltd. | $3.1M | 82,030 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 79,880 | Added |
| 5 | Quest 10 Wealth Builders, Inc. | $974,188 | 25,779 | New |
| 6 | Nvest Financial, LLC | $937,872 | 24,818 | Added |
| 7 | Golden Reserve Retirement LLC | $702,894 | 18,600 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $298,314 | 7,894 | Trimmed |
| 9 | First Heartland Consultants, Inc. | $267,440 | 7,077 | New |
| 10 | Focus Financial Network, Inc. | $256,632 | 6,791 | Added |
| 11 | Accurate Wealth Management, LLC | $230,094 | 6,040 | New |
| 12 | LifeWealth Investments, LLC | $220,845 | 5,844 | New |
| 13 | JIM SAULNIER & ASSOCIATES, LLC | $203,613 | 5,388 | New |
| 14 | Mosley Wealth Management | $129,657 | 3,431 | New |
| 15 | Barnes Dennig Private Wealth Management LLC | $80,606 | 2,133 | Trimmed |
| 16 | Spire Wealth Management | $80,606 | 2,133 | Trimmed |
| 17 | Decker Retirement Planning Inc. | $72,708 | 1,924 | New |
| 18 | Networth Advisors, LLC | $68,551 | 1,814 | New |
| 19 | Key Capital Management, INC | $45,159 | 1,195 | New |
| 20 | NBC SECURITIES, INC. | $37,790 | 1,000 | Hold |
| 21 | IFP Advisors, Inc | $33,180 | 878 | Added |
| 22 | AdvisorNet Financial, Inc | $26,453 | 700 | Hold |
| 23 | Elevated Capital Advisors, LLC | $25,735 | 681 | New |
| 24 | Farther Finance Advisors, LLC | $6,424 | 170 | New |
| 25 | CoreCap Advisors, LLC | $5,102 | 135 | New |