| 1 | Gradient Investments LLC | $26.8M | 549,620 | Trimmed |
| 2 | Capital Investment Counsel, LLC | $22.2M | 456,134 | Added |
| 3 | AE Wealth Management LLC | $20.3M | 416,674 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 302,719 | Added |
| 5 | ARVEST INVESTMENTS, INC. | $11.8M | 242,898 | New |
| 6 | WESPAC Advisors SoCal, LLC | $3.7M | 75,634 | Added |
| 7 | Financial Guidance Group, Inc. | $3.3M | 66,879 | Trimmed |
| 8 | Mattson Financial Services, LLC | $3.1M | 64,201 | Trimmed |
| 9 | ALPS ADVISORS INC | $2.8M | 57,650 | Added |
| 10 | S&A Financial Services, Inc. | $2.2M | 46,165 | New |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 38,048 | New |
| 12 | Blume Capital Management, Inc. | $1.7M | 34,890 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $1.6M | 32,241 | New |
| 14 | Wealthcare Advisory Partners LLC | $1.1M | 23,026 | Trimmed |
| 15 | Paladin Wealth, LLC | $1.1M | 22,055 | Trimmed |
| 16 | Global Assets Advisory, LLC | $588,217 | 12,136 | Added |
| 17 | Atria Investments, Inc | $581,872 | 11,953 | New |
| 18 | Belpointe Asset Management LLC | $569,897 | 11,707 | Added |
| 19 | WealthPlan Investment Management, LLC | $446,444 | 9,171 | Added |
| 20 | Kovack Advisors, Inc. | $435,686 | 8,950 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $417,320 | 8,573 | Added |
| 22 | Spectrum Financial Alliance Ltd LLC | $376,345 | 7,731 | Hold |
| 23 | Able Wealth Management LLC | $225,145 | 4,625 | Trimmed |
| 24 | CAPITAL WEALTH MANAGEMENT, LLC | $222,224 | 4,565 | New |
| 25 | Elevated Capital Advisors, LLC | $28,209 | 579 | Trimmed |