| 1 | AE Wealth Management LLC | $32.0M | 897,549 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $22.2M | 623,186 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $11.4M | 320,645 | Added |
| 4 | LPL Financial LLC | $8.3M | 232,172 | Trimmed |
| 5 | ACCESS FINANCIAL SERVICES, INC. | $7.8M | 220,052 | Trimmed |
| 6 | Allianz SE | $6.9M | 193,251 | Added |
| 7 | POM Investment Strategies, LLC | $6.6M | 185,426 | Added |
| 8 | AMERICAN ASSET MANAGEMENT INC. | $5.7M | 161,052 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.3M | 148,068 | Added |
| 10 | Kestra Advisory Services, LLC | $4.9M | 138,677 | Trimmed |
| 11 | FSR Wealth Management Ltd. | $4.6M | 129,916 | Added |
| 12 | Coppell Advisory Solutions LLC | $3.7M | 337 | New |
| 13 | Outlook Wealth Advisors, LLC | $3.6M | 100,801 | Added |
| 14 | Cetera Investment Advisers | $3.5M | 98,337 | Trimmed |
| 15 | Spire Wealth Management | $2.6M | 72,279 | Trimmed |
| 16 | Networth Advisors, LLC | $2.0M | 55,130 | Added |
| 17 | Integrated Wealth Management | $1.8M | 49,676 | Added |
| 18 | Farther Finance Advisors, LLC | $1.7M | 47,768 | Trimmed |
| 19 | Aegis Wealth Management, Inc. | $1.4M | 39,855 | Added |
| 20 | FSA Advisors, Inc. | $1.4M | 38,448 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,324 | Trimmed |
| 22 | HARBOUR INVESTMENTS, INC. | $1.2M | 34,002 | Trimmed |
| 23 | Focus Financial Network, Inc. | $1.2M | 33,844 | Added |
| 24 | World Investment Advisors | $1.2M | 33,057 | Added |
| 25 | First Heartland Consultants, Inc. | $1.1M | 30,831 | Hold |