| 1 | Brookstone Capital Management | $32.9M | 689,839 | Added |
| 2 | Penserra Capital Management LLC | $20.3M | 424,569 | Added |
| 3 | OSAIC HOLDINGS, INC. | $7.9M | 165,590 | Trimmed |
| 4 | Berkshire Money Management, Inc. | $6.7M | 141,346 | Trimmed |
| 5 | Cerity Partners LLC | $6.4M | 133,401 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 114,650 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 86,791 | Added |
| 8 | HighTower Advisors, LLC | $3.6M | 76,458 | Added |
| 9 | My Personal CFO, LLC | $3.5M | 73,685 | Added |
| 10 | McAlister, Sweet & Associates, Inc. | $3.3M | 69,990 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.3M | 69,743 | Added |
| 12 | Bellwether Advisors, LLC | $3.3M | 68,141 | Trimmed |
| 13 | GTS FINANCIAL, LLC | $3.1M | 74,958 | New |
| 14 | Cetera Investment Advisers | $3.0M | 62,064 | Added |
| 15 | TopTier Wealth Management, LLC | $2.7M | 57,557 | Added |
| 16 | Valtinson Bruner Financial Planning LLC | $2.3M | 47,690 | Added |
| 17 | LPL Financial LLC | $2.3M | 47,679 | Added |
| 18 | Beacon Pointe Advisors, LLC | $2.2M | 47,089 | Added |
| 19 | Fragasso Financial Advisors Inc | $2.2M | 45,779 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $2.2M | 45,577 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $1.8M | 36,738 | Added |
| 22 | Lantz Financial LLC | $1.7M | 35,345 | Added |
| 23 | FSA Advisors, Inc. | $1.6M | 34,495 | Trimmed |
| 24 | Chris Bulman Inc | $1.6M | 34,488 | Added |
| 25 | PCA Investment Advisory Services Inc. | $1.6M | 34,473 | Trimmed |