| 1 | AE Wealth Management LLC | $5.6M | 206,978 | Added |
| 2 | Elevated Capital Advisors, LLC | $2.8M | 102,237 | Added |
| 3 | Key Capital Management, INC | $1.5M | 54,117 | Added |
| 4 | Inspire Advisors, LLC | $1.4M | 50,903 | Trimmed |
| 5 | Encompass More Asset Management | $1.3M | 46,446 | Added |
| 6 | Pekin Hardy Strauss, Inc. | $1.0M | 37,764 | Trimmed |
| 7 | HOWARD BAILEY SECURITIES, LLC | $1.0M | 37,237 | Added |
| 8 | B.O.S.S. Retirement Advisors, LLC | $839,069 | 31,176 | Added |
| 9 | FSA Advisors, Inc. | $782,932 | 29,090 | Added |
| 10 | CreativeOne Wealth, LLC | $724,981 | 26,937 | Added |
| 11 | SteelPeak Wealth, LLC | $504,840 | 18,758 | New |
| 12 | Authentikos Wealth Advisory, LLC | $498,071 | 18,506 | Trimmed |
| 13 | Blackston Financial Advisory Group, LLC | $435,254 | 16,172 | Added |
| 14 | Beacon Capital Management, LLC | $426,596 | 15,850 | Trimmed |
| 15 | WINNOW WEALTH LLC | $361,667 | 13,438 | New |
| 16 | JANE STREET GROUP, LLC | $311,582 | 11,577 | New |
| 17 | Networth Advisors, LLC | $307,905 | 11,440 | Added |
| 18 | Lloyd Advisory Services, LLC. | $165,326 | 6,143 | New |
| 19 | Decker Retirement Planning Inc. | $92,075 | 3,421 | Added |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLC | $47,174 | 1,753 | New |
| 21 | POM Investment Strategies, LLC | $26,528 | 986 | Trimmed |
| 22 | Montgomery Financial Services LLC | $9,474 | 352 | New |
| 23 | Buck Wealth Strategies, LLC | $9,366 | 348 | New |
| 24 | OSAIC HOLDINGS, INC. | $403 | 15 | Hold |
| 25 | Sound Income Strategies, LLC | $0 | 0 | Exited |