| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $46.6M | 1.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,190 | Added |
| 3 | Kestra Advisory Services, LLC | $9.4M | 230,127 | Trimmed |
| 4 | Forty-three Eighteen Advisors, LLC | $4.8M | 117,113 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.7M | 91,116 | Added |
| 6 | Spire Wealth Management | $3.1M | 75,586 | Trimmed |
| 7 | Elevation Wealth Management LLC | $2.8M | 68,745 | Trimmed |
| 8 | Elevated Capital Advisors, LLC | $2.5M | 61,179 | Trimmed |
| 9 | PFG Advisors | $2.1M | 51,697 | Trimmed |
| 10 | SECURED RETIREMENT ADVISORS, LLC | $1.2M | 28,320 | Added |
| 11 | AE Wealth Management LLC | $1.0M | 25,537 | Trimmed |
| 12 | BIP Wealth, LLC | $912,702 | 22,310 | Trimmed |
| 13 | Midwest Financial Network, LLC | $887,968 | 21,705 | New |
| 14 | Strategic Blueprint, LLC | $858,169 | 20,977 | Hold |
| 15 | Castle Rock Wealth Management, LLC | $809,029 | 19,771 | Hold |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $734,571 | 17,912 | Hold |
| 17 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $699,172 | 17,090 | Added |
| 18 | Focus Financial Network, Inc. | $591,640 | 14,462 | Added |
| 19 | Certified Advisory Corp | $572,850 | 14,003 | Trimmed |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $549,176 | 13,424 | Trimmed |
| 21 | Stirlingshire Investments, Inc. | $417,200 | 10,198 | Trimmed |
| 22 | IFP Advisors, Inc | $406,973 | 9,948 | Trimmed |
| 23 | HB Wealth Management, LLC | $405,336 | 9,908 | Hold |
| 24 | BCGM Wealth Management, LLC | $397,441 | 9,715 | Hold |
| 25 | DHJJ Financial Advisors, Ltd. | $391,100 | 9,560 | Trimmed |