| 1 | AE Wealth Management LLC | $129.0M | 3.7M | Added |
| 2 | Lloyd Advisory Services, LLC. | $25.0M | 719,712 | New |
| 3 | POM Investment Strategies, LLC | $12.4M | 357,484 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 282,595 | Added |
| 5 | OSAIC HOLDINGS, INC. | $9.8M | 282,561 | Added |
| 6 | LPL Financial LLC | $9.8M | 281,451 | Added |
| 7 | FSR Wealth Management Ltd. | $9.2M | 263,404 | New |
| 8 | Mid-American Wealth Advisory Group, Inc. | $7.5M | 215,020 | New |
| 9 | B.O.S.S. Retirement Advisors, LLC | $6.9M | 198,617 | New |
| 10 | Allianz SE | $6.7M | 193,052 | Added |
| 11 | HOWARD BAILEY SECURITIES, LLC | $6.7M | 192,678 | New |
| 12 | Outlook Wealth Advisors, LLC | $6.6M | 190,171 | New |
| 13 | Integrated Wealth Management | $6.3M | 181,878 | New |
| 14 | AMERICAN ASSET MANAGEMENT INC. | $5.1M | 146,366 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 121,384 | Added |
| 16 | Kestra Advisory Services, LLC | $4.0M | 115,531 | Trimmed |
| 17 | Aegis Wealth Management, Inc. | $4.0M | 114,627 | New |
| 18 | Networth Advisors, LLC | $4.0M | 114,369 | New |
| 19 | Great Lakes Retirement, Inc. | $3.9M | 112,552 | New |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLC | $3.7M | 105,999 | New |
| 21 | Modern Wealth Management, LLC | $3.6M | 104,160 | New |
| 22 | Elevated Capital Advisors, LLC | $3.6M | 103,773 | New |
| 23 | FSA Advisors, Inc. | $2.8M | 81,195 | New |
| 24 | OPPENHEIMER & CO INC | $2.8M | 80,319 | New |
| 25 | Centennial Advisors, LLC | $2.6M | 76,091 | New |