| 1 | Allianz SE | $13.9M | 494,139 | Added |
| 2 | STEPHENS INC /AR/ | $4.4M | 156,146 | Added |
| 3 | AE Wealth Management LLC | $4.1M | 145,708 | Added |
| 4 | Cypress Wealth Services, LLC | $2.7M | 95,679 | Hold |
| 5 | Savant Capital, LLC | $1.6M | 57,038 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 51,096 | Trimmed |
| 7 | SECURED RETIREMENT ADVISORS, LLC | $605,332 | 21,497 | Trimmed |
| 8 | Arax Advisory Partners | $482,222 | 17,125 | Added |
| 9 | MONEY CONCEPTS CAPITAL CORP | $317,294 | 11,268 | Added |
| 10 | Creative Planning | $313,437 | 11,131 | Added |
| 11 | Cetera Investment Advisers | $303,778 | 10,788 | Trimmed |
| 12 | FSR Wealth Management Ltd. | $290,318 | 10,310 | Trimmed |
| 13 | SMART Wealth LLC | $285,362 | 10,134 | Trimmed |
| 14 | Foundations Investment Advisors, LLC | $283,363 | 10,063 | Added |
| 15 | FWG Investments, LLC. | $282,744 | 10,041 | Added |
| 16 | Kestra Advisory Services, LLC | $267,932 | 9,515 | Added |
| 17 | Grantvest Financial Group LLC | $265,257 | 9,420 | Hold |
| 18 | PFG Investments, LLC | $259,343 | 9,210 | Hold |
| 19 | JPMORGAN CHASE & CO | $250,694 | 9,033 | Trimmed |
| 20 | AMERIPRISE FINANCIAL INC | $200,886 | 7,134 | New |
| 21 | HARBOUR INVESTMENTS, INC. | $160,506 | 5,700 | Added |
| 22 | Quest 10 Wealth Builders, Inc. | $80,900 | 2,873 | Added |
| 23 | IFP Advisors, Inc | $49,841 | 1,770 | Added |
| 24 | Elevated Capital Advisors, LLC | $8,335 | 296 | New |
| 25 | Kingdom Financial Group LLC. | $6,167 | 219 | Trimmed |