| 1 | Mirador Capital Partners LP | $62.3M | 2.7M | Trimmed |
| 2 | COLLECTIVE FAMILY OFFICE LLC | $15.3M | 666,309 | Trimmed |
| 3 | Parkway Wealth Management Group, LLC | $10.1M | 441,155 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 432,891 | Trimmed |
| 5 | Cornerstone Planning, LLC | $9.8M | 428,119 | Added |
| 6 | Ashton Thomas Private Wealth, LLC | $7.8M | 340,946 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 293,559 | Added |
| 8 | Ironwood Financial, llc | $5.3M | 230,453 | Trimmed |
| 9 | MGO ONE SEVEN LLC | $5.2M | 226,152 | Added |
| 10 | MILESTONE ASSET MANAGEMENT, LLC | $5.1M | 221,775 | Added |
| 11 | Kestra Advisory Services, LLC | $5.0M | 216,754 | Added |
| 12 | HOWARD WEALTH MANAGEMENT, LLC | $4.9M | 211,404 | Added |
| 13 | BANTA ASSET MANAGEMENT LP | $4.5M | 197,933 | Trimmed |
| 14 | RPg Family Wealth Advisory, LLC | $3.7M | 163,226 | Added |
| 15 | Sidoxia Capital Management, LLC | $3.6M | 158,727 | Trimmed |
| 16 | HB Wealth Management, LLC | $3.6M | 155,441 | Added |
| 17 | Pacific Wealth Strategies Group, Inc. | $3.6M | 155,192 | Added |
| 18 | Prospera Financial Services Inc | $3.6M | 155,011 | Trimmed |
| 19 | Glass Jacobson Investment Advisors llc | $3.3M | 144,099 | Added |
| 20 | Private Advisor Group, LLC | $3.2M | 138,166 | Trimmed |
| 21 | Intrua Financial, LLC | $2.9M | 127,965 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $2.7M | 117,246 | Added |
| 23 | Accurate Wealth Management, LLC | $2.7M | 116,206 | Trimmed |
| 24 | Altium Investment Strategies LLC | $2.5M | 108,725 | Trimmed |
| 25 | TD Waterhouse Canada Inc. | $2.2M | 96,442 | Added |