| 1 | Mirador Capital Partners LP | $12.2M | 560,921 | Added |
| 2 | Ashton Thomas Private Wealth, LLC | $11.8M | 543,796 | Added |
| 3 | HUB Investment Partners, LLC | $11.2M | 514,180 | Added |
| 4 | Parkway Wealth Management Group, LLC | $10.2M | 467,842 | Added |
| 5 | BANTA ASSET MANAGEMENT LP | $7.2M | 333,370 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 304,273 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 235,729 | Added |
| 8 | HOWARD WEALTH MANAGEMENT, LLC | $4.5M | 208,429 | Added |
| 9 | Intrua Financial, LLC | $4.0M | 184,340 | Added |
| 10 | Pacific Wealth Strategies Group, Inc. | $3.4M | 157,603 | Added |
| 11 | Prospera Financial Services Inc | $3.3M | 152,568 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $3.2M | 147,956 | Added |
| 13 | Turning Point Benefit Group, Inc. | $2.4M | 108,839 | Added |
| 14 | Ironwood Financial, llc | $2.3M | 103,581 | Trimmed |
| 15 | S.E.E.D. Planning Group LLC | $2.0M | 93,606 | Added |
| 16 | Glass Jacobson Investment Advisors llc | $1.9M | 85,992 | Added |
| 17 | Hennion & Walsh Asset Management, Inc. | $1.9M | 85,549 | Trimmed |
| 18 | Compound Planning, Inc. | $1.6M | 74,175 | Added |
| 19 | Independent Wealth Advisors LLC | $1.5M | 71,279 | Added |
| 20 | ASHTON THOMAS SECURITIES, LLC | $1.5M | 69,200 | Added |
| 21 | Sound Stewardship, LLC | $1.4M | 65,395 | Added |
| 22 | Accurate Wealth Management, LLC | $1.3M | 57,497 | Added |
| 23 | Altium Investment Strategies LLC | $1.2M | 54,672 | Added |
| 24 | Segment Wealth Management, LLC | $1.2M | 53,585 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $1.1M | 52,874 | Added |