| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.1M | 189,736 | Trimmed |
| 2 | Brookstone Capital Management | $4.6M | 86,848 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 72,147 | Trimmed |
| 4 | My Personal CFO, LLC | $3.4M | 63,841 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.2M | 60,522 | Added |
| 6 | TopTier Wealth Management, LLC | $2.6M | 48,311 | Trimmed |
| 7 | Chris Bulman Inc | $2.4M | 44,641 | Trimmed |
| 8 | Strategic Blueprint, LLC | $2.2M | 41,280 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $1.9M | 36,028 | Trimmed |
| 10 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 32,384 | Hold |
| 11 | Krilogy Financial LLC | $1.7M | 31,495 | Hold |
| 12 | WealthPlan Investment Management, LLC | $1.5M | 28,498 | Trimmed |
| 13 | Global Assets Advisory, LLC | $1.4M | 25,864 | New |
| 14 | BCS Wealth Management | $1.4M | 25,576 | Trimmed |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | $1.2M | 22,332 | Hold |
| 16 | Lantz Financial LLC | $1.2M | 22,044 | Trimmed |
| 17 | WealthPLAN Partners, LLC | $717,010 | 13,477 | Trimmed |
| 18 | Outlook Wealth Advisors, LLC | $697,217 | 13,105 | Trimmed |
| 19 | DHJJ Financial Advisors, Ltd. | $691,367 | 12,995 | Hold |
| 20 | MILESTONE ASSET MANAGEMENT, LLC | $678,226 | 12,748 | Trimmed |
| 21 | PCA Investment Advisory Services Inc. | $660,456 | 12,414 | Trimmed |
| 22 | AE Wealth Management LLC | $630,822 | 11,857 | Trimmed |
| 23 | Dynamic Advisor Solutions LLC | $590,175 | 11,093 | Trimmed |
| 24 | Archer Investment Corp | $562,457 | 10,572 | Hold |
| 25 | Spire Wealth Management | $548,182 | 10,304 | Trimmed |