| 1 | Apollon Wealth Management, LLC | $21.7M | 841,405 | Added |
| 2 | HERITAGE OAK WEALTH ADVISORS LLC | $18.6M | 715,635 | Added |
| 3 | Bison Wealth, LLC | $18.4M | 709,283 | Added |
| 4 | Kestra Advisory Services, LLC | $12.6M | 486,835 | Trimmed |
| 5 | Prospera Financial Services Inc | $11.5M | 446,845 | Added |
| 6 | CoreCap Advisors, LLC | $6.1M | 236,882 | Trimmed |
| 7 | United Advisor Group, LLC | $5.9M | 226,741 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $4.9M | 189,389 | Trimmed |
| 9 | Atria Investments, Inc | $4.5M | 173,741 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 125,091 | Trimmed |
| 11 | Cornerstone Wealth Management, LLC | $3.1M | 121,148 | Added |
| 12 | Triumph Capital Management | $2.8M | 107,949 | Added |
| 13 | Wealthcare Advisory Partners LLC | $2.2M | 87,026 | Added |
| 14 | MONEY CONCEPTS CAPITAL CORP | $2.2M | 87,002 | Trimmed |
| 15 | IFP Advisors, Inc | $1.7M | 67,580 | Added |
| 16 | Concurrent Investment Advisors, LLC | $1.7M | 65,556 | Trimmed |
| 17 | Ascension Capital Advisors, Inc. | $1.5M | 57,629 | Added |
| 18 | Private Advisor Group, LLC | $1.5M | 56,481 | Added |
| 19 | Strategic Blueprint, LLC | $1.1M | 43,972 | Trimmed |
| 20 | CPR Investments Inc. | $1.1M | 41,155 | Trimmed |
| 21 | TITLEIST ASSET MANAGEMENT, LLC | $821,308 | 31,809 | Added |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $755,512 | 29,137 | Added |
| 23 | PRIVATE TRUST CO NA | $690,556 | 26,745 | Added |
| 24 | Onyx Bridge Wealth Group LLC | $675,193 | 26,150 | Trimmed |
| 25 | Balefire, LLC | $635,143 | 24,599 | Trimmed |