| 1 | Gradient Investments LLC | $28.3M | 1.0M | New |
| 2 | KFG WEALTH MANAGEMENT, LLC | $18.7M | 686,892 | Added |
| 3 | Long Island Wealth Management, Inc. | $13.9M | 510,249 | Added |
| 4 | Uniting Wealth Partners, LLC | $10.2M | 375,780 | Added |
| 5 | Integrated Wealth Concepts LLC | $6.3M | 232,025 | Trimmed |
| 6 | Aptus Capital Advisors, LLC | $4.1M | 152,175 | Added |
| 7 | GUARDIAN WEALTH ADVISORS, LLC / NC | $3.3M | 120,537 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $673,915 | 24,749 | Added |
| 9 | Cornerstone Wealth Group, LLC | $656,978 | 24,127 | Trimmed |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $517,561 | 19,007 | Trimmed |
| 11 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $451,855 | 16,594 | Hold |
| 12 | First Heartland Consultants, Inc. | $337,189 | 12,383 | Trimmed |
| 13 | Kovack Advisors, Inc. | $287,779 | 10,568 | Trimmed |
| 14 | Meridian Wealth Management, LLC | $258,957 | 9,510 | Trimmed |
| 15 | Mattson Financial Services, LLC | $218,765 | 7,987 | New |
| 16 | Paladin Wealth, LLC | $203,217 | 7,463 | New |
| 17 | UBS Group AG | $13,915 | 511 | Trimmed |
| 18 | DHJJ Financial Advisors, Ltd. | $1,090 | 40 | Hold |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 20 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 21 | Atria Investments, Inc | $0 | 0 | Exited |