| 1 | AE Wealth Management LLC | $93.6M | 2.7M | Added |
| 2 | ACCESS FINANCIAL SERVICES, INC. | $15.6M | 453,357 | New |
| 3 | POM Investment Strategies, LLC | $8.0M | 232,763 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 226,189 | Added |
| 5 | FSR Wealth Management Ltd. | $6.0M | 175,439 | New |
| 6 | AMERICAN ASSET MANAGEMENT INC. | $5.9M | 170,154 | Trimmed |
| 7 | Outlook Wealth Advisors, LLC | $4.3M | 123,684 | New |
| 8 | B.O.S.S. Retirement Advisors, LLC | $4.1M | 120,440 | New |
| 9 | Kestra Advisory Services, LLC | $2.9M | 83,598 | Added |
| 10 | Networth Advisors, LLC | $2.6M | 76,912 | New |
| 11 | Golden Reserve Retirement LLC | $2.4M | 70,361 | New |
| 12 | Spire Wealth Management | $2.4M | 69,837 | Added |
| 13 | Great Lakes Retirement, Inc. | $2.2M | 64,326 | New |
| 14 | Elevated Capital Advisors, LLC | $2.2M | 63,891 | Added |
| 15 | Centennial Advisors, LLC | $2.1M | 61,935 | New |
| 16 | Farther Finance Advisors, LLC | $1.6M | 45,134 | Added |
| 17 | LifeWealth Investments, LLC | $1.5M | 42,683 | New |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.4M | 39,394 | Added |
| 19 | Focus Financial Network, Inc. | $805,930 | 23,435 | Added |
| 20 | Key Capital Management, INC | $765,934 | 22,272 | New |
| 21 | PARK AVENUE SECURITIES LLC | $668,000 | 19,426 | New |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $660,460 | 19,205 | Added |
| 23 | Stonebridge Financial Group, LLC / MO | $649,524 | 18,887 | Added |
| 24 | Castle Rock Wealth Management, LLC | $603,982 | 17,591 | Added |
| 25 | JIM SAULNIER & ASSOCIATES, LLC | $571,046 | 16,605 | Trimmed |