| 1 | AMERICAN ASSET MANAGEMENT INC. | $41.3M | 1.1M | Trimmed |
| 2 | AE Wealth Management LLC | $40.2M | 1.0M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $22.3M | 576,590 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $17.9M | 461,955 | Added |
| 5 | OSAIC HOLDINGS, INC. | $12.1M | 313,343 | Added |
| 6 | LPL Financial LLC | $10.3M | 267,032 | Trimmed |
| 7 | Cetera Investment Advisers | $10.1M | 260,206 | Added |
| 8 | Advyzon Investment Management, LLC | $8.5M | 219,635 | Added |
| 9 | POM Investment Strategies, LLC | $8.4M | 217,199 | Added |
| 10 | Kestra Advisory Services, LLC | $6.8M | 176,060 | Trimmed |
| 11 | Allianz SE | $6.7M | 174,013 | Added |
| 12 | FSR Wealth Management Ltd. | $5.9M | 152,142 | Added |
| 13 | Guardian Capital, LLC | $5.6M | 144,365 | Added |
| 14 | BCGM Wealth Management, LLC | $4.8M | 124,426 | Hold |
| 15 | Outlook Wealth Advisors, LLC | $4.6M | 118,060 | Added |
| 16 | Compass Advisory Group LLC | $4.4M | 114,139 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 97,001 | Added |
| 18 | Long Island Wealth Management, Inc. | $3.7M | 94,923 | Hold |
| 19 | World Investment Advisors | $3.5M | 91,787 | Added |
| 20 | Ausdal Financial Partners, Inc. | $3.4M | 88,988 | Added |
| 21 | CENTAURUS FINANCIAL, INC. | $3.1M | 79,415 | Trimmed |
| 22 | Spire Wealth Management | $2.7M | 69,662 | Trimmed |
| 23 | Networth Advisors, LLC | $2.5M | 64,401 | Added |
| 24 | Farther Finance Advisors, LLC | $2.5M | 64,009 | Added |
| 25 | IFP Advisors, Inc | $2.3M | 59,923 | Trimmed |