| 1 | Gradient Investments LLC | $26.1M | 264,367 | Trimmed |
| 2 | Elmwood Wealth Management, Inc. | $11.5M | 116,401 | Added |
| 3 | EPIQ PARTNERS, LLC | $9.0M | 90,924 | Added |
| 4 | Mattson Financial Services, LLC | $3.4M | 38,341 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 14,423 | Added |
| 6 | 46 Peaks LLC | $1.4M | 14,347 | Added |
| 7 | MISSION WEALTH MANAGEMENT, LP | $1.3M | 13,170 | New |
| 8 | Belvedere Trading LLC | $1.1M | 11,278 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $670,000 | 6,792 | New |
| 10 | Paladin Wealth, LLC | $487,478 | 4,946 | Added |
| 11 | Triumph Capital Management | $304,452 | 3,089 | Trimmed |
| 12 | FAS Wealth Partners, Inc. | $299,721 | 3,041 | Trimmed |
| 13 | INTEGRITY ALLIANCE, LLC. | $247,878 | 2,515 | New |
| 14 | NWF Advisory Services Inc. | $209,932 | 2,130 | New |
| 15 | Capital Investment Advisory Services, LLC | $146,657 | 1,488 | Trimmed |
| 16 | Ulland Investment Advisors, LLC | $120,000 | 1,215 | Added |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $108,416 | 1,100 | Hold |
| 18 | Asset Dedication, LLC | $42,973 | 436 | Hold |
| 19 | Marshall & Sterling Wealth Advisors Inc. | $41,691 | 423 | Trimmed |
| 20 | Aventus Investment Advisors, Inc. | $37,551 | 381 | Hold |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | $31,046 | 315 | Hold |
| 22 | Blume Capital Management, Inc. | $14,784 | 150 | New |
| 23 | Spire Wealth Management | $9,856 | 100 | Hold |
| 24 | Ritter Daniher Financial Advisory LLC / DE | $9,364 | 95 | Hold |
| 25 | Farther Finance Advisors, LLC | $4,928 | 50 | Hold |