| 1 | Gradient Investments LLC | $94.3M | 3.4M | Added |
| 2 | Allianz SE | $12.4M | 441,294 | Added |
| 3 | AE Wealth Management LLC | $6.6M | 234,594 | New |
| 4 | STEPHENS INC /AR/ | $3.6M | 129,833 | Added |
| 5 | ARS Wealth Advisors Group, LLC | $3.4M | 122,394 | Trimmed |
| 6 | Brown Financial Advisors | $2.8M | 100,290 | Trimmed |
| 7 | Paladin Wealth, LLC | $1.9M | 68,646 | Added |
| 8 | Mattson Financial Services, LLC | $1.4M | 51,660 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $959,700 | 34,275 | Trimmed |
| 10 | FSR Wealth Management Ltd. | $702,184 | 25,078 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $652,430 | 23,301 | Trimmed |
| 12 | POM Investment Strategies, LLC | $582,960 | 20,820 | New |
| 13 | A4 Wealth Advisors LLC | $544,544 | 19,448 | Trimmed |
| 14 | Arax Advisory Partners | $493,976 | 17,642 | Trimmed |
| 15 | CENTAURUS FINANCIAL, INC. | $392,000 | 13,989 | Hold |
| 16 | SMART Wealth LLC | $341,628 | 12,201 | New |
| 17 | Cetera Investment Advisers | $336,364 | 12,013 | Added |
| 18 | Outlook Wealth Advisors, LLC | $330,064 | 11,788 | New |
| 19 | FWG Investments, LLC. | $276,612 | 9,879 | New |
| 20 | Copley Financial Group, Inc. | $255,416 | 9,122 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $242,480 | 8,660 | Added |
| 22 | Stratos Wealth Advisors, LLC | $239,960 | 8,570 | Trimmed |
| 23 | Cypress Wealth Services, LLC | $216,328 | 7,726 | Hold |
| 24 | Networth Advisors, LLC | $178,948 | 6,391 | New |
| 25 | Quest 10 Wealth Builders, Inc. | $93,016 | 3,322 | New |