| 1 | Sequent Planning LLC | $8.2M | 208,561 | Trimmed |
| 2 | OLD MISSION CAPITAL LLC | $7.9M | 201,201 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 191,294 | New |
| 4 | Cetera Investment Advisers | $4.6M | 116,792 | Added |
| 5 | Aptus Capital Advisors, LLC | $3.4M | 85,082 | Trimmed |
| 6 | Financial Guidance Group, Inc. | $3.4M | 85,082 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $2.7M | 67,963 | Trimmed |
| 8 | SECURED RETIREMENT ADVISORS, LLC | $1.3M | 33,093 | Added |
| 9 | OSAIC HOLDINGS, INC. | $1.1M | 27,670 | Added |
| 10 | Diligent Investors, LLC | $1.1M | 27,018 | Trimmed |
| 11 | Signal Advisors Wealth, LLC | $966,572 | 24,469 | New |
| 12 | HARBOUR INVESTMENTS, INC. | $846,091 | 21,419 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $814,371 | 20,616 | Trimmed |
| 14 | MML INVESTORS SERVICES, LLC | $573,410 | 14,516 | New |
| 15 | CreativeOne Wealth, LLC | $567,840 | 14,375 | New |
| 16 | Ignite Planners, LLC | $564,443 | 14,289 | Trimmed |
| 17 | Ashton Thomas Private Wealth, LLC | $543,388 | 13,756 | Hold |
| 18 | Atria Investments, Inc | $494,169 | 12,510 | New |
| 19 | Bouchey Financial Group Ltd | $489,943 | 12,403 | Trimmed |
| 20 | Van Diest Capital, LLC | $488,678 | 12,371 | Hold |
| 21 | PFS Partners, LLC | $465,965 | 11,796 | Hold |
| 22 | LPL Financial LLC | $395,453 | 10,011 | Added |
| 23 | Beacon Financial Advisory LLC | $384,353 | 9,730 | Hold |
| 24 | CROSSPOINT FINANCIAL, LLC | $379,394 | 9,604 | Hold |
| 25 | LVZ, Inc. | $355,517 | 9,000 | Hold |