| 1 | AE Wealth Management LLC | $154.1M | 5.0M | Added |
| 2 | FSR Wealth Management Ltd. | $7.2M | 231,989 | New |
| 3 | B.O.S.S. Retirement Advisors, LLC | $6.4M | 207,628 | New |
| 4 | FWG Investments, LLC. | $6.4M | 207,396 | New |
| 5 | Elevated Capital Advisors, LLC | $3.3M | 105,606 | Added |
| 6 | Centennial Advisors, LLC | $2.5M | 82,075 | New |
| 7 | LifeWealth Investments, LLC | $2.4M | 78,906 | New |
| 8 | Great Lakes Retirement, Inc. | $2.3M | 74,843 | New |
| 9 | Golden Reserve Retirement LLC | $2.0M | 65,339 | New |
| 10 | POM Investment Strategies, LLC | $2.0M | 63,582 | New |
| 11 | Quest 10 Wealth Builders, Inc. | $1.8M | 58,666 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 41,753 | Added |
| 13 | Outlook Wealth Advisors, LLC | $1.0M | 33,766 | New |
| 14 | Networth Advisors, LLC | $970,872 | 31,486 | New |
| 15 | Comprehensive Financial Consultants Institutional, Inc. | $916,725 | 29,730 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $656,000 | 21,248 | Added |
| 17 | Patriot Financial Group Insurance Agency, LLC | $640,135 | 20,760 | Trimmed |
| 18 | WORLD EQUITY GROUP, INC. | $632,611 | 20,516 | Added |
| 19 | Kestra Advisory Services, LLC | $411,061 | 13,331 | Trimmed |
| 20 | Mosley Wealth Management | $351,180 | 11,389 | New |
| 21 | McAdam, LLC | $263,670 | 8,551 | New |
| 22 | Decker Retirement Planning Inc. | $179,244 | 5,813 | New |
| 23 | Key Capital Management, INC | $93,615 | 3,036 | New |
| 24 | IFP Advisors, Inc | $57,415 | 1,862 | Trimmed |
| 25 | Financial Network Wealth Advisors LLC | $30,403 | 986 | Hold |