| 1 | Valtinson Bruner Financial Planning LLC | $11.0M | 489,751 | Trimmed |
| 2 | SageView Advisory Group, LLC | $10.9M | 482,639 | Trimmed |
| 3 | Creative Planning | $10.9M | 482,639 | Trimmed |
| 4 | Weaver Capital Management LLC | $10.1M | 471,002 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 273,383 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 112,082 | Added |
| 7 | Southland Equity Partners LLC | $1.9M | 83,962 | Hold |
| 8 | AE Wealth Management LLC | $1.5M | 65,308 | Added |
| 9 | Cetera Investment Advisers | $1.5M | 65,040 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.3M | 59,915 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $1.3M | 59,849 | Trimmed |
| 12 | Kingsview Wealth Management, LLC | $1.2M | 54,288 | Added |
| 13 | CENTAURUS FINANCIAL, INC. | $1.1M | 49,532 | Hold |
| 14 | OSAIC HOLDINGS, INC. | $1.1M | 46,811 | Added |
| 15 | Castle Rock Wealth Management, LLC | $1.0M | 45,848 | Trimmed |
| 16 | Modern Wealth Management, LLC | $1.0M | 45,672 | Added |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $906,343 | 40,264 | Trimmed |
| 18 | Summit Financial, LLC | $839,353 | 37,288 | New |
| 19 | World Investment Advisors | $824,064 | 38,415 | Hold |
| 20 | Welch Financial Planning, LLC | $735,919 | 32,693 | Added |
| 21 | Farther Finance Advisors, LLC | $715,705 | 31,795 | Trimmed |
| 22 | Cornerstone Wealth Group, LLC | $684,867 | 30,425 | Hold |
| 23 | Atria Investments, Inc | $669,830 | 29,757 | Trimmed |
| 24 | WORLD EQUITY GROUP, INC. | $669,829 | 29,757 | Trimmed |
| 25 | IFP Advisors, Inc | $654,568 | 29,079 | Trimmed |