| 1 | AE Wealth Management LLC | $149.1M | 6.0M | Added |
| 2 | CWA Asset Management Group, LLC | $59.6M | 2.4M | Added |
| 3 | Kingdom Financial Group LLC. | $59.5M | 2.4M | Added |
| 4 | Key Capital Management, INC | $33.0M | 1.3M | Added |
| 5 | HOWARD BAILEY SECURITIES, LLC | $32.4M | 1.3M | Added |
| 6 | Montgomery Financial Services LLC | $25.3M | 1.0M | New |
| 7 | LifeWealth Investments, LLC | $22.4M | 896,531 | Added |
| 8 | Simplicity Wealth,LLC | $16.0M | 639,079 | New |
| 9 | Global Wealth Management Investment Advisory, Inc. | $6.6M | 263,960 | Added |
| 10 | FWG Investments, LLC. | $6.5M | 261,629 | Added |
| 11 | JANE STREET GROUP, LLC | $6.0M | 238,914 | New |
| 12 | Quest 10 Wealth Builders, Inc. | $3.8M | 150,732 | Added |
| 13 | FLP Wealth Management, LLC | $2.7M | 108,569 | Added |
| 14 | Lloyd Advisory Services, LLC. | $2.4M | 96,376 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $2.2M | 88,204 | New |
| 16 | Centennial Advisors, LLC | $2.2M | 87,704 | Added |
| 17 | FSA Advisors, Inc. | $1.6M | 65,204 | Added |
| 18 | Decker Retirement Planning Inc. | $817,092 | 32,638 | Added |
| 19 | B.O.S.S. Retirement Advisors, LLC | $749,969 | 29,957 | Trimmed |
| 20 | J.W. COLE ADVISORS, INC. | $672,681 | 26,870 | New |
| 21 | CITADEL ADVISORS LLC | $665,781 | 26,594 | Trimmed |
| 22 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $580,000 | 23,167 | Hold |
| 23 | CreativeOne Wealth, LLC | $304,551 | 12,165 | Hold |
| 24 | OLD MISSION CAPITAL LLC | $288,202 | 11,512 | New |
| 25 | Cetera Investment Advisers | $252,528 | 10,087 | Hold |