| 1 | LPL Financial LLC | $16.0M | 624,275 | Added |
| 2 | Legacy Financial Group LLC | $14.4M | 560,883 | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $9.7M | 378,417 | Trimmed |
| 4 | Trinity Legacy Partners, LLC | $9.4M | 362,263 | Added |
| 5 | Equitable Holdings, Inc. | $8.7M | 334,660 | Added |
| 6 | RPg Family Wealth Advisory, LLC | $7.7M | 301,018 | Added |
| 7 | SFE Investment Counsel | $6.4M | 250,489 | Added |
| 8 | GPM Growth Investors, Inc. | $5.6M | 217,988 | Added |
| 9 | MORGAN STANLEY | $5.2M | 201,606 | Added |
| 10 | Cetera Investment Advisers | $4.4M | 173,308 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $4.4M | 173,188 | Added |
| 12 | OSAIC HOLDINGS, INC. | $3.8M | 149,363 | Added |
| 13 | Advisory Alpha, LLC | $3.8M | 146,571 | Added |
| 14 | HOWARD WEALTH MANAGEMENT, LLC | $3.7M | 143,898 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.6M | 139,983 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $3.4M | 132,612 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 126,905 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $2.9M | 113,577 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $2.8M | 110,356 | Added |
| 20 | Milestones Private Investment Advisors LLC | $2.4M | 91,865 | Added |
| 21 | LBMC INVESTMENT ADVISORS, LLC | $2.3M | 91,089 | New |
| 22 | HARBOUR INVESTMENTS, INC. | $2.0M | 78,053 | Added |
| 23 | Prospera Financial Services Inc | $1.7M | 66,752 | Trimmed |
| 24 | Altrius Capital Management Inc | $1.5M | 59,726 | Added |
| 25 | BANK OF AMERICA CORP /DE/ | $1.5M | 58,070 | Trimmed |