| 1 | Howard Capital Management Inc. | $4.5M | 81,823 | New |
| 2 | WorthPointe, LLC | $3.8M | 69,792 | Trimmed |
| 3 | Encompass More Asset Management | $2.5M | 44,966 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 41,692 | Added |
| 5 | TopTier Wealth Management, LLC | $1.7M | 31,055 | Added |
| 6 | AE Wealth Management LLC | $1.6M | 29,923 | Trimmed |
| 7 | Brookstone Capital Management | $1.5M | 27,857 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 27,226 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $1.0M | 18,808 | Trimmed |
| 10 | Clear Creek Financial Management, LLC | $650,883 | 11,936 | Added |
| 11 | Fairman Group, LLC | $625,239 | 11,466 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $622,000 | 11,412 | Added |
| 13 | McCollum Christoferson Group LLC | $548,566 | 10,060 | Added |
| 14 | Private Advisor Group, LLC | $360,820 | 6,617 | Trimmed |
| 15 | Great Waters Wealth Management | $348,388 | 6,389 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $328,594 | 6,026 | Trimmed |
| 17 | Merit Financial Group, LLC | $324,521 | 5,951 | Added |
| 18 | HB Wealth Management, LLC | $280,507 | 5,144 | New |
| 19 | VICTORY FINANCIAL GROUP, LLC | $266,540 | 4,888 | Trimmed |
| 20 | TITLEIST ASSET MANAGEMENT, LLC | $255,435 | 4,684 | Added |
| 21 | CLG LLC | $240,763 | 4,415 | Trimmed |
| 22 | Atria Investments, Inc | $234,749 | 4,305 | Trimmed |
| 23 | Plan Group Financial, LLC | $233,549 | 4,283 | New |
| 24 | FLC Capital Advisors | $202,958 | 3,722 | New |
| 25 | JNBA Financial Advisors | $58,947 | 1,081 | Hold |