| 1 | Gradient Investments LLC | $57.4M | 1.1M | Added |
| 2 | Foguth Wealth Management, LLC. | $53.6M | 1.0M | Added |
| 3 | Howard Capital Management Inc. | $53.0M | 998,615 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 709,315 | Added |
| 5 | Private Advisor Group, LLC | $36.4M | 685,569 | Added |
| 6 | MADDEN SECURITIES Corp | $28.3M | 532,284 | Trimmed |
| 7 | Second Half Financial Partners, LLC | $21.5M | 404,802 | Hold |
| 8 | Merit Financial Group, LLC | $20.6M | 387,889 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $20.1M | 378,984 | Added |
| 10 | Aventura Private Wealth, LLC | $16.0M | 300,791 | Added |
| 11 | Kestra Advisory Services, LLC | $14.9M | 279,801 | Added |
| 12 | Farther Finance Advisors, LLC | $14.6M | 275,302 | Added |
| 13 | URS Advisory LLC | $13.9M | 262,126 | Trimmed |
| 14 | Capital Investment Advisory Services, LLC | $13.1M | 246,423 | Added |
| 15 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $11.7M | 220,325 | Added |
| 16 | Marshall & Sterling Wealth Advisors Inc. | $10.2M | 192,330 | Added |
| 17 | Baker Avenue Asset Management, LP | $10.2M | 192,104 | New |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $10.1M | 190,508 | Added |
| 19 | Centurion Wealth Management LLC | $10.0M | 189,234 | Trimmed |
| 20 | HUB Investment Partners, LLC | $9.8M | 184,923 | Added |
| 21 | Indivisible Partners | $9.6M | 180,638 | Trimmed |
| 22 | Sentinel Advisory Group, LLC | $9.3M | 174,303 | Added |
| 23 | MGO ONE SEVEN LLC | $9.2M | 174,104 | Added |
| 24 | Steele Capital Management, Inc. | $9.2M | 173,620 | Added |
| 25 | Apollon Wealth Management, LLC | $8.7M | 163,661 | Added |