| 1 | Cetera Investment Advisers | $30.1M | 1.8M | Added |
| 2 | Annex Advisory Services, LLC | $22.9M | 1.4M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $18.0M | 1.1M | Added |
| 4 | D.A. DAVIDSON & CO. | $12.2M | 738,293 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 656,479 | Added |
| 6 | OSAIC HOLDINGS, INC. | $10.4M | 632,041 | Added |
| 7 | Oxford Wealth Group, LLC | $8.9M | 542,397 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $6.5M | 396,447 | Added |
| 9 | LPL Financial LLC | $6.4M | 387,287 | Added |
| 10 | Allworth Financial LP | $5.6M | 339,699 | Trimmed |
| 11 | Ameritas Advisory Services, LLC | $3.7M | 221,668 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $3.5M | 209,616 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 193,212 | Added |
| 14 | Royal Bank of Canada | $2.7M | 166,007 | Trimmed |
| 15 | Advisory Services Network, LLC | $2.5M | 151,502 | Added |
| 16 | Concurrent Investment Advisors, LLC | $2.2M | 133,370 | Added |
| 17 | Arete Wealth Advisors, LLC | $1.8M | 107,637 | Added |
| 18 | Synergy Asset Management, LLC | $1.3M | 80,012 | New |
| 19 | Geneos Wealth Management Inc. | $1.2M | 70,887 | Trimmed |
| 20 | THOROUGHBRED FINANCIAL SERVICES, LLC | $1.2M | 70,414 | Added |
| 21 | Dynamic Advisor Solutions LLC | $1.2M | 70,005 | Trimmed |
| 22 | GWN SECURITIES INC. | $939,473 | 56,938 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $913,271 | 55,490 | Added |
| 24 | WEDBUSH SECURITIES INC | $804,000 | 48,715 | Trimmed |
| 25 | Lifetime Wealth Management P.C. | $765,581 | 46,399 | Trimmed |