| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $29.6M | 512,048 | Added |
| 2 | Bare Financial Services, Inc | $9.6M | 166,570 | Trimmed |
| 3 | LVZ, Inc. | $6.3M | 108,263 | Trimmed |
| 4 | SUMMIT WEALTH GROUP LLC / CO | $4.7M | 80,777 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.6M | 79,424 | Added |
| 6 | Turning Point Benefit Group, Inc. | $4.2M | 74,015 | Added |
| 7 | Revisor Wealth Management LLC | $3.3M | 56,407 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 52,800 | Added |
| 9 | EverSource Wealth Advisors, LLC | $2.8M | 48,190 | Trimmed |
| 10 | MONEYWISE, INC. | $2.5M | 43,254 | Trimmed |
| 11 | AlphaStar Capital Management, LLC | $2.2M | 37,254 | Added |
| 12 | WorthPointe, LLC | $2.1M | 36,901 | Trimmed |
| 13 | Optivise Advisory Services LLC | $1.8M | 31,523 | New |
| 14 | Gateway Wealth Partners, LLC | $1.5M | 26,465 | Trimmed |
| 15 | J.W. COLE ADVISORS, INC. | $1.5M | 26,179 | Added |
| 16 | Focus Financial Network, Inc. | $1.2M | 20,683 | Added |
| 17 | Fiduciary Alliance LLC | $1.2M | 20,376 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 18,600 | Added |
| 19 | JOHNSON INVESTMENT COUNSEL INC | $1.0M | 17,478 | Trimmed |
| 20 | Sterling Investment Advisors, Ltd. | $966,596 | 16,700 | Hold |
| 21 | Brookstone Capital Management | $934,704 | 16,149 | New |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $839,434 | 14,503 | Added |
| 23 | Values First Advisors, Inc. | $796,412 | 13,760 | Trimmed |
| 24 | Atria Investments, Inc | $794,808 | 13,732 | New |
| 25 | Discipline Wealth Solutions, LLC | $788,847 | 13,629 | New |