| 1 | AE Wealth Management LLC | $129.0M | 3.7M | Added |
| 2 | POM Investment Strategies, LLC | $12.4M | 357,484 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 282,595 | Added |
| 4 | FSR Wealth Management Ltd. | $9.2M | 263,404 | New |
| 5 | Mid-American Wealth Advisory Group, Inc. | $7.5M | 215,020 | New |
| 6 | B.O.S.S. Retirement Advisors, LLC | $6.9M | 198,617 | New |
| 7 | Outlook Wealth Advisors, LLC | $6.6M | 190,171 | New |
| 8 | AMERICAN ASSET MANAGEMENT INC. | $5.1M | 146,366 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 121,384 | Added |
| 10 | Kestra Advisory Services, LLC | $4.0M | 115,531 | Trimmed |
| 11 | Aegis Wealth Management, Inc. | $4.0M | 114,627 | New |
| 12 | Networth Advisors, LLC | $4.0M | 114,369 | New |
| 13 | Great Lakes Retirement, Inc. | $3.9M | 112,552 | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $3.7M | 107,088 | Added |
| 15 | Elevated Capital Advisors, LLC | $3.6M | 103,773 | New |
| 16 | OPPENHEIMER & CO INC | $2.8M | 80,319 | New |
| 17 | Centennial Advisors, LLC | $2.6M | 76,091 | New |
| 18 | LifeWealth Investments, LLC | $2.4M | 68,766 | New |
| 19 | Spire Wealth Management | $2.0M | 56,960 | Added |
| 20 | BCGM Wealth Management, LLC | $1.3M | 38,018 | Hold |
| 21 | Castle Rock Wealth Management, LLC | $840,010 | 24,166 | Added |
| 22 | JIM SAULNIER & ASSOCIATES, LLC | $828,221 | 23,820 | Added |
| 23 | Mosley Wealth Management | $709,830 | 20,415 | New |
| 24 | Cypress Wealth Services, LLC | $636,778 | 18,314 | Hold |
| 25 | PFG Advisors | $445,438 | 12,811 | Added |