| 1 | Gradient Investments LLC | $119.9M | 3.9M | Added |
| 2 | Allianz SE | $13.9M | 448,284 | Added |
| 3 | STEPHENS INC /AR/ | $4.0M | 128,896 | Trimmed |
| 4 | ARS Wealth Advisors Group, LLC | $3.6M | 117,098 | Trimmed |
| 5 | Paladin Wealth, LLC | $2.4M | 76,110 | Added |
| 6 | Mattson Financial Services, LLC | $1.8M | 57,773 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 48,919 | New |
| 8 | Regatta Research & Money Management | $1.4M | 43,638 | New |
| 9 | Arax Advisory Partners | $1.2M | 38,102 | Added |
| 10 | OSAIC HOLDINGS, INC. | $1.0M | 33,704 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $720,460 | 23,192 | Trimmed |
| 12 | CENTAURUS FINANCIAL, INC. | $435,000 | 13,989 | Hold |
| 13 | Cetera Investment Advisers | $272,347 | 8,767 | Trimmed |
| 14 | Stratos Wealth Advisors, LLC | $263,276 | 8,475 | Trimmed |
| 15 | Copley Financial Group, Inc. | $262,033 | 8,435 | Trimmed |
| 16 | OLD MISSION CAPITAL LLC | $251,129 | 8,084 | New |
| 17 | Kestra Advisory Services, LLC | $250,384 | 8,060 | Trimmed |
| 18 | Cypress Wealth Services, LLC | $240,008 | 7,726 | Hold |
| 19 | A4 Wealth Advisors LLC | $210,621 | 6,780 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $81,440 | 2,639 | Added |
| 21 | NBZ Investment Advisors LLC | $56,228 | 1,810 | Trimmed |
| 22 | Integrated Wealth Concepts LLC | $41,813 | 1,346 | New |
| 23 | IFP Advisors, Inc | $26,157 | 842 | Trimmed |
| 24 | AE Wealth Management LLC | $22,672 | 730 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $15,408 | 496 | New |