| 1 | Avior Wealth Management, LLC | $8.4M | 399,608 | New |
| 2 | Stablepoint Partners, LLC | $7.2M | 340,722 | Added |
| 3 | BANTA ASSET MANAGEMENT LP | $6.8M | 322,870 | Added |
| 4 | HOWARD WEALTH MANAGEMENT, LLC | $4.4M | 207,945 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 160,565 | Added |
| 6 | Pacific Wealth Strategies Group, Inc. | $3.3M | 156,249 | Added |
| 7 | Prospera Financial Services Inc | $3.0M | 140,130 | Added |
| 8 | Turning Point Benefit Group, Inc. | $2.4M | 112,136 | Added |
| 9 | S.E.E.D. Planning Group LLC | $2.0M | 93,701 | Added |
| 10 | PRIVATE CLIENT SERVICES, LLC | $1.6M | 77,171 | Trimmed |
| 11 | ASHTON THOMAS SECURITIES, LLC | $1.5M | 69,705 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 68,165 | Trimmed |
| 13 | SEAVIEW INVESTMENT MANAGERS LLC | $1.4M | 67,629 | Added |
| 14 | HUB Investment Partners, LLC | $1.3M | 62,312 | Added |
| 15 | Sound Stewardship, LLC | $1.3M | 61,115 | Added |
| 16 | Compound Planning, Inc. | $1.1M | 52,624 | Added |
| 17 | Hennion & Walsh Asset Management, Inc. | $1.0M | 48,387 | Added |
| 18 | Astoria Portfolio Advisors LLC. | $943,753 | 44,664 | Trimmed |
| 19 | Intrua Financial, LLC | $922,388 | 43,653 | Added |
| 20 | Segment Wealth Management, LLC | $899,504 | 42,570 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $838,000 | 39,682 | Added |
| 22 | Brookstone Capital Management | $812,852 | 38,469 | Added |
| 23 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $611,136 | 28,923 | Trimmed |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $604,276 | 28,598 | Added |
| 25 | SAX WEALTH ADVISORS, LLC | $538,496 | 25,600 | Hold |