| 1 | Amicus Financial Advisors, LLC | $32.2M | 469,953 | Added |
| 2 | Aurelius Family Office LLC | $25.7M | 375,706 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $18.9M | 275,549 | Added |
| 4 | Two West Capital Advisors LLC | $18.1M | 267,551 | Added |
| 5 | Applied Capital LLC | $16.9M | 247,229 | Added |
| 6 | Stone Summit Wealth LLC | $8.8M | 128,126 | Added |
| 7 | Alhambra Investment Management LLC | $6.0M | 87,061 | Added |
| 8 | Professional Financial Advisors, LLC | $2.1M | 31,150 | Trimmed |
| 9 | CFS Investment Advisory Services, LLC | $693,730 | 10,172 | Added |
| 10 | Apella Capital, LLC | $661,098 | 9,730 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $607,170 | 8,860 | Added |
| 12 | Clark Asset Management, LLC | $566,743 | 8,270 | New |
| 13 | Kings Path Partners LLC | $539,742 | 7,876 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $536,000 | 7,818 | Added |
| 15 | ABLE Financial Group, LLC | $500,269 | 7,300 | New |
| 16 | Bedminster, LLC | $472,788 | 6,899 | Added |
| 17 | TSA Wealth Managment LLC | $445,171 | 6,496 | New |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $389,828 | 5,738 | Trimmed |
| 19 | Symmetry Partners, LLC | $377,326 | 5,506 | Trimmed |
| 20 | SIMON QUICK ADVISORS, LLC | $297,968 | 4,348 | Hold |
| 21 | BENJAMIN EDWARDS INC | $275,861 | 4,017 | Added |
| 22 | Newport Capital Group, LLC | $248,520 | 3,626 | Added |
| 23 | MONEYWISE, INC. | $245,745 | 3,586 | Trimmed |
| 24 | SAGE FINANCIAL GROUP INC | $242,944 | 3,545 | Trimmed |
| 25 | Wedmont Private Capital | $233,712 | 3,440 | Trimmed |