| 1 | Cetera Investment Advisers | $22.1M | 1.5M | Added |
| 2 | Annex Advisory Services, LLC | $20.8M | 1.4M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.0M | 1.1M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 636,722 | Added |
| 5 | OSAIC HOLDINGS, INC. | $8.4M | 566,356 | Added |
| 6 | D.A. DAVIDSON & CO. | $7.4M | 499,940 | Added |
| 7 | Oxford Wealth Group, LLC | $6.9M | 470,549 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $5.7M | 383,789 | Added |
| 9 | Allworth Financial LP | $5.4M | 367,900 | Trimmed |
| 10 | LPL Financial LLC | $4.6M | 314,660 | Added |
| 11 | Royal Bank of Canada | $2.7M | 184,644 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 168,369 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $2.5M | 166,024 | Added |
| 14 | Advisory Services Network, LLC | $2.1M | 142,282 | New |
| 15 | Concurrent Investment Advisors, LLC | $1.8M | 125,327 | Trimmed |
| 16 | Arete Wealth Advisors, LLC | $1.5M | 102,121 | Added |
| 17 | Lifetime Wealth Management P.C. | $1.3M | 85,292 | Added |
| 18 | Geneos Wealth Management Inc. | $1.1M | 74,459 | Trimmed |
| 19 | Dynamic Advisor Solutions LLC | $1.0M | 70,025 | Trimmed |
| 20 | THOROUGHBRED FINANCIAL SERVICES, LLC | $989,000 | 67,065 | Added |
| 21 | GWN SECURITIES INC. | $930,496 | 63,041 | Added |
| 22 | Envision Financial Transparency, LLC | $863,000 | 58,479 | New |
| 23 | Ameritas Advisory Services, LLC | $858,031 | 58,132 | Added |
| 24 | WEDBUSH SECURITIES INC | $818,000 | 55,415 | Trimmed |
| 25 | MAGNOLIA CAPITAL ADVISORS LLC | $796,066 | 53,934 | Trimmed |