| 1 | AE Wealth Management LLC | $43.1M | 947,953 | Trimmed |
| 2 | TrueMark Investments, LLC | $22.6M | 497,728 | Added |
| 3 | Weaver Consulting Group | $3.1M | 68,984 | Trimmed |
| 4 | Valtinson Bruner Financial Planning LLC | $2.3M | 50,875 | Trimmed |
| 5 | Elevated Capital Advisors, LLC | $2.2M | 49,069 | Trimmed |
| 6 | B.O.S.S. Retirement Advisors, LLC | $2.1M | 45,145 | Trimmed |
| 7 | FWG Investments, LLC. | $1.7M | 37,751 | Added |
| 8 | FSR Wealth Management Ltd. | $1.6M | 35,513 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $998,573 | 21,975 | New |
| 10 | Great Lakes Retirement, Inc. | $944,744 | 20,790 | Trimmed |
| 11 | Centennial Advisors, LLC | $815,105 | 17,938 | Trimmed |
| 12 | LifeWealth Investments, LLC | $731,051 | 16,088 | Trimmed |
| 13 | Quest 10 Wealth Builders, Inc. | $476,634 | 10,489 | Trimmed |
| 14 | Capital Investment Advisory Services, LLC | $356,329 | 7,842 | Hold |
| 15 | Networth Advisors, LLC | $109,964 | 2,420 | Trimmed |
| 16 | DHJJ Financial Advisors, Ltd. | $83,945 | 1,847 | Hold |
| 17 | Mosley Wealth Management | $70,252 | 1,546 | Added |
| 18 | Decker Retirement Planning Inc. | $52,167 | 1,148 | Added |
| 19 | Key Capital Management, INC | $21,085 | 464 | Trimmed |
| 20 | CoreCap Advisors, LLC | $2,318 | 51 | New |
| 21 | ASSETMARK, INC | $1,954 | 43 | Hold |
| 22 | POM Investment Strategies, LLC | $1,681 | 37 | Trimmed |
| 23 | Outlook Wealth Advisors, LLC | $0 | 0 | Exited |