| 1 | PRINCIPAL SECURITIES, INC. | $30.1M | 1.2M | Added |
| 2 | CITIGROUP INC | $24.3M | 950,000 | New |
| 3 | AE Wealth Management LLC | $16.3M | 636,465 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.3M | 597,246 | Added |
| 5 | PRIVATE CLIENT SERVICES, LLC | $9.2M | 359,789 | Added |
| 6 | Elevated Capital Advisors, LLC | $8.2M | 320,829 | Added |
| 7 | Brookstone Capital Management | $7.5M | 293,649 | Added |
| 8 | Key Capital Management, INC | $4.3M | 169,216 | Added |
| 9 | Strategic Blueprint, LLC | $3.5M | 138,204 | Trimmed |
| 10 | RiverTree Advisors, LLC | $3.4M | 132,684 | Added |
| 11 | Brookwood Investment Group LLC | $2.6M | 101,273 | Trimmed |
| 12 | B.O.S.S. Retirement Advisors, LLC | $2.5M | 98,022 | Added |
| 13 | Park Edge Advisors, LLC | $2.4M | 92,357 | Added |
| 14 | Mosley Wealth Management | $2.1M | 83,950 | Added |
| 15 | Networth Advisors, LLC | $2.0M | 77,724 | Added |
| 16 | Professional Financial Advisors, LLC | $1.7M | 66,397 | Added |
| 17 | 3EDGE Asset Management, LP | $1.4M | 55,155 | New |
| 18 | WealthCare Asset Management, LLC | $1.4M | 53,382 | Added |
| 19 | IAMS WEALTH MANAGEMENT, LLC | $1.3M | 50,377 | Added |
| 20 | Beacon Capital Management, LLC | $1.3M | 49,737 | Trimmed |
| 21 | SteelPeak Wealth, LLC | $972,054 | 37,971 | New |
| 22 | Global Wealth Management Investment Advisory, Inc. | $890,338 | 34,779 | New |
| 23 | Cambridge Investment Research Advisors, Inc. | $844,000 | 32,957 | New |
| 24 | MATHER GROUP, LLC. | $837,069 | 32,698 | New |
| 25 | Crusonia Wealth Advisors LLC | $792,320 | 30,950 | Added |