| 1 | AE Wealth Management LLC | $132.3M | 3.9M | Trimmed |
| 2 | JANE STREET GROUP, LLC | $23.1M | 684,162 | New |
| 3 | Mid-American Wealth Advisory Group, Inc. | $21.1M | 606,671 | Hold |
| 4 | OSAIC HOLDINGS, INC. | $11.8M | 349,906 | Added |
| 5 | RFG Advisory, LLC | $10.9M | 322,420 | Added |
| 6 | Allianz SE | $7.4M | 218,372 | Added |
| 7 | Elevated Capital Advisors, LLC | $7.1M | 210,017 | Added |
| 8 | Patriot Financial Group Insurance Agency, LLC | $6.7M | 197,158 | Added |
| 9 | SMART Wealth LLC | $6.3M | 187,385 | Trimmed |
| 10 | FSR Wealth Management Ltd. | $6.3M | 185,135 | Trimmed |
| 11 | B.O.S.S. Retirement Advisors, LLC | $6.2M | 184,579 | Trimmed |
| 12 | LPL Financial LLC | $5.9M | 173,709 | Added |
| 13 | HOWARD BAILEY SECURITIES, LLC | $5.7M | 169,540 | Trimmed |
| 14 | Cetera Investment Advisers | $4.8M | 141,479 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 140,008 | Trimmed |
| 16 | FWG Investments, LLC. | $4.3M | 127,125 | Added |
| 17 | BECK CAPITAL MANAGEMENT, LLC | $3.8M | 112,500 | Trimmed |
| 18 | USA FINANCIAL FORMULAS | $3.7M | 110,556 | Trimmed |
| 19 | Integrated Wealth Management | $3.0M | 89,561 | Trimmed |
| 20 | LifeWealth Investments, LLC | $2.9M | 86,066 | Trimmed |
| 21 | Great Lakes Retirement, Inc. | $2.4M | 70,863 | Trimmed |
| 22 | BIP Wealth, LLC | $2.4M | 70,783 | Trimmed |
| 23 | Centennial Advisors, LLC | $2.3M | 68,595 | Trimmed |
| 24 | RED CRANE WEALTH MANAGEMENT, LLC | $2.2M | 64,820 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 61,197 | Trimmed |