| 1 | Mirador Capital Partners LP | $50.4M | 2.3M | Added |
| 2 | LPL Financial LLC | $44.2M | 2.0M | Added |
| 3 | Cetera Investment Advisers | $36.1M | 1.6M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.4M | 1.4M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $26.3M | 1.2M | Added |
| 6 | MORGAN STANLEY | $24.9M | 1.1M | Trimmed |
| 7 | Larson Financial Group LLC | $21.5M | 959,603 | Trimmed |
| 8 | Ashton Thomas Private Wealth, LLC | $17.1M | 766,470 | Added |
| 9 | OSAIC HOLDINGS, INC. | $14.8M | 662,459 | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $13.8M | 617,617 | Added |
| 11 | UBS Group AG | $13.0M | 582,999 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $12.0M | 536,744 | Added |
| 13 | CAPTRUST FINANCIAL ADVISORS | $11.0M | 491,544 | Added |
| 14 | Parkway Wealth Management Group, LLC | $10.2M | 453,544 | Added |
| 15 | Advisory Alpha, LLC | $9.7M | 432,133 | Added |
| 16 | Ironwood Financial, llc | $8.2M | 366,045 | Trimmed |
| 17 | SFE Investment Counsel | $8.1M | 360,230 | Added |
| 18 | Intrua Financial, LLC | $7.8M | 350,571 | Added |
| 19 | BANTA ASSET MANAGEMENT LP | $7.3M | 326,920 | Added |
| 20 | Verity Asset Management, Inc. | $7.1M | 317,782 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 311,983 | Added |
| 22 | COLLECTIVE FAMILY OFFICE LLC | $6.6M | 294,172 | Added |
| 23 | Accurate Wealth Management, LLC | $6.1M | 271,003 | Added |
| 24 | Altium Investment Strategies LLC | $6.1M | 271,003 | New |
| 25 | Modern Wealth Management, LLC | $6.0M | 268,330 | Added |