| 1 | Brookstone Capital Management | $55.5M | 1.4M | Added |
| 2 | Berger Financial Group, Inc | $7.1M | 185,198 | Added |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.2M | 162,090 | Added |
| 4 | Trek Financial, LLC | $5.8M | 151,373 | Added |
| 5 | KFG WEALTH MANAGEMENT, LLC | $5.5M | 141,429 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $4.0M | 104,294 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 97,480 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 96,346 | Added |
| 9 | Spire Wealth Management | $2.6M | 67,674 | Added |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $2.5M | 65,560 | Added |
| 11 | OSAIC HOLDINGS, INC. | $2.3M | 60,449 | Added |
| 12 | Kestra Advisory Services, LLC | $2.3M | 60,032 | Added |
| 13 | LPL Financial LLC | $1.7M | 44,064 | Added |
| 14 | Cetera Investment Advisers | $1.5M | 40,169 | Added |
| 15 | Castle Rock Wealth Management, LLC | $1.5M | 40,094 | Hold |
| 16 | AssuredPartners Investment Advisors, LLC | $1.5M | 39,322 | Added |
| 17 | PFG Advisors | $1.5M | 37,762 | New |
| 18 | Strategic Blueprint, LLC | $1.3M | 33,323 | Added |
| 19 | IMG Wealth Management, Inc. | $1.2M | 31,539 | Added |
| 20 | O'Connor Financial Group LLC | $1.2M | 30,611 | Added |
| 21 | Beacon Pointe Advisors, LLC | $1.2M | 30,142 | Added |
| 22 | BXM Wealth LLC | $1.1M | 29,140 | New |
| 23 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M | 28,572 | New |
| 24 | Lido Advisors, LLC | $1.0M | 26,150 | New |
| 25 | Creative Planning | $945,502 | 24,533 | Added |