| 1 | AE Wealth Management LLC | $43.1M | 947,953 | Trimmed |
| 2 | TrueMark Investments, LLC | $22.6M | 497,728 | Added |
| 3 | Lloyd Advisory Services, LLC. | $7.4M | 162,192 | Added |
| 4 | Weaver Consulting Group | $3.1M | 68,984 | Trimmed |
| 5 | Valtinson Bruner Financial Planning LLC | $2.3M | 50,875 | Trimmed |
| 6 | Elevated Capital Advisors, LLC | $2.2M | 49,069 | Trimmed |
| 7 | B.O.S.S. Retirement Advisors, LLC | $2.1M | 45,145 | Trimmed |
| 8 | HOWARD BAILEY SECURITIES, LLC | $1.9M | 42,384 | Trimmed |
| 9 | FWG Investments, LLC. | $1.7M | 37,751 | Added |
| 10 | FSR Wealth Management Ltd. | $1.6M | 35,513 | Trimmed |
| 11 | SMART Wealth LLC | $1.5M | 34,096 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $998,573 | 21,975 | New |
| 13 | Great Lakes Retirement, Inc. | $944,744 | 20,790 | Trimmed |
| 14 | Richmond Brothers, Inc. | $898,048 | 19,763 | New |
| 15 | Integrated Wealth Management | $892,438 | 19,639 | Trimmed |
| 16 | Centennial Advisors, LLC | $815,105 | 17,938 | Trimmed |
| 17 | TOUNJIAN ADVISORY PARTNERS, LLC | $764,135 | 16,816 | New |
| 18 | LifeWealth Investments, LLC | $731,051 | 16,088 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $630,611 | 13,874 | Added |
| 20 | FSA Advisors, Inc. | $562,474 | 12,378 | Trimmed |
| 21 | IFG Advisory, LLC | $501,812 | 11,043 | New |
| 22 | Quest 10 Wealth Builders, Inc. | $476,634 | 10,489 | Trimmed |
| 23 | OLD MISSION CAPITAL LLC | $401,928 | 8,845 | Added |
| 24 | Kingdom Financial Group LLC. | $390,878 | 8,602 | Trimmed |
| 25 | Capital Investment Advisory Services, LLC | $356,329 | 7,842 | Hold |