| 1 | AE Wealth Management LLC | $10.3M | 443,753 | Added |
| 2 | Ignite Planners, LLC | $8.5M | 366,866 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $8.3M | 358,252 | Added |
| 4 | AdvisorNet Financial, Inc | $6.9M | 299,727 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 262,619 | Trimmed |
| 6 | Illumine Investment Management, LLC | $3.9M | 0 | Exited |
| 7 | Cassady Wealth & Retirement Planning, LLC | $2.8M | 122,878 | Added |
| 8 | Kovack Advisors, Inc. | $2.0M | 85,390 | Added |
| 9 | RESOLUTE CAPITAL, LLC | $1.7M | 72,404 | Added |
| 10 | SHEETS SMITH WEALTH MANAGEMENT | $1.4M | 58,460 | Added |
| 11 | OxenFree Capital LLC | $1.1M | 46,159 | Added |
| 12 | JAMES INVESTMENT RESEARCH, INC. | $955,770 | 41,322 | Added |
| 13 | Lionshead Wealth Management, LLC | $916,636 | 39,629 | Trimmed |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $891,559 | 38,545 | Trimmed |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $614,957 | 26,587 | Added |
| 16 | Wealthstar Advisors, LLC | $577,882 | 24,984 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $501,658 | 21,689 | Trimmed |
| 18 | Tactive Advisors, LLC | $481,586 | 20,821 | Added |
| 19 | J. M. Brown & Associates Inc. | $425,022 | 18,375 | New |
| 20 | Prospera Financial Services Inc | $402,122 | 17,377 | Added |
| 21 | IFP Advisors, Inc | $247,884 | 10,717 | Added |
| 22 | Cornerstone Planning Group LLC | $231,616 | 10,001 | Added |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $231,300 | 10,000 | Hold |
| 24 | Elevated Capital Advisors, LLC | $49,875 | 2,156 | Trimmed |
| 25 | Meramec Financial Planners, LLC | $32,634 | 1,406 | Hold |