| 1 | AE Wealth Management LLC | $12.1M | 446,281 | Added |
| 2 | Allianz SE | $7.5M | 277,080 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $4.9M | 179,794 | Added |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $4.5M | 164,342 | Added |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | $3.4M | 125,237 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.4M | 124,727 | Added |
| 7 | HUNTINGTON NATIONAL BANK | $2.2M | 80,642 | Added |
| 8 | Cetera Investment Advisers | $1.3M | 46,985 | Added |
| 9 | OLD MISSION CAPITAL LLC | $972,749 | 35,735 | New |
| 10 | OSAIC HOLDINGS, INC. | $813,269 | 29,878 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $809,422 | 29,735 | Added |
| 12 | CENTAURUS FINANCIAL, INC. | $638,000 | 23,454 | Added |
| 13 | Compound Planning, Inc. | $569,712 | 20,929 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $565,850 | 20,787 | Added |
| 15 | Castle Rock Wealth Management, LLC | $549,255 | 20,100 | Hold |
| 16 | CreativeOne Wealth, LLC | $460,746 | 16,926 | Hold |
| 17 | Patriot Financial Group Insurance Agency, LLC | $410,278 | 15,072 | Added |
| 18 | BridgePort Financial Solutions, LLC | $322,381 | 11,843 | Added |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $257,658 | 9,150 | New |
| 20 | RAYMOND JAMES FINANCIAL INC | $249,020 | 9,148 | New |
| 21 | MML INVESTORS SERVICES, LLC | $242,024 | 8,891 | Trimmed |
| 22 | Strategic Financial Concepts, LLC | $227,379 | 8,353 | New |
| 23 | HARBOUR INVESTMENTS, INC. | $135,126 | 4,964 | Trimmed |
| 24 | NewEdge Advisors, LLC | $114,971 | 114,971 | Added |
| 25 | IFP Advisors, Inc | $70,639 | 2,595 | Added |