| 1 | AE Wealth Management LLC | $137.8M | 5.5M | Added |
| 2 | Kingdom Financial Group LLC. | $57.6M | 2.3M | Added |
| 3 | Lloyd Advisory Services, LLC. | $57.6M | 2.3M | Added |
| 4 | CWA Asset Management Group, LLC | $42.0M | 1.7M | Added |
| 5 | HOWARD BAILEY SECURITIES, LLC | $29.5M | 1.2M | Added |
| 6 | Key Capital Management, INC | $26.3M | 1.0M | Added |
| 7 | LifeWealth Investments, LLC | $19.1M | 762,957 | Added |
| 8 | FWG Investments, LLC. | $6.2M | 246,431 | Trimmed |
| 9 | Global Wealth Management Investment Advisory, Inc. | $6.1M | 241,357 | Trimmed |
| 10 | Quest 10 Wealth Builders, Inc. | $2.9M | 117,122 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $2.5M | 100,525 | New |
| 12 | FLP Wealth Management, LLC | $2.3M | 90,985 | Added |
| 13 | Centennial Advisors, LLC | $2.1M | 84,596 | Trimmed |
| 14 | FSA Advisors, Inc. | $1.6M | 64,880 | Trimmed |
| 15 | Triad Wealth Partners, LLC | $937,897 | 37,389 | New |
| 16 | B.O.S.S. Retirement Advisors, LLC | $815,818 | 32,522 | Trimmed |
| 17 | Decker Retirement Planning Inc. | $784,834 | 31,287 | Added |
| 18 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $581,000 | 23,167 | New |
| 19 | Foundations Investment Advisors, LLC | $385,844 | 15,381 | New |
| 20 | CreativeOne Wealth, LLC | $305,159 | 12,165 | Hold |
| 21 | Cetera Investment Advisers | $253,032 | 10,087 | Added |
| 22 | Networth Advisors, LLC | $229,603 | 9,153 | Trimmed |
| 23 | LifePlan Investment Advisors, Inc. | $220,146 | 8,776 | Trimmed |
| 24 | Arcadia Wealth Management, LLC | $206,414 | 8,229 | Added |
| 25 | Procyon Advisors, LLC | $200,780 | 8,004 | Hold |