| 1 | LPL Financial LLC | $12.3M | 244,383 | Added |
| 2 | Elmwood Wealth Management, Inc. | $10.7M | 211,929 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 141,621 | Added |
| 4 | DeLarme Wealth Management, Inc. | $4.5M | 89,165 | Added |
| 5 | JANE STREET GROUP, LLC | $4.5M | 89,159 | New |
| 6 | NDWM LLC | $4.2M | 83,830 | Added |
| 7 | Miracle Mile Advisors, LLC | $4.1M | 80,746 | Added |
| 8 | SWEENEY & MICHEL, LLC | $3.4M | 66,910 | Added |
| 9 | Apella Capital, LLC | $3.1M | 60,738 | New |
| 10 | FIRST AMERICAN TRUST, FSB | $3.0M | 59,567 | Added |
| 11 | Integrated Wealth Concepts LLC | $2.7M | 52,907 | New |
| 12 | CITIZENS FINANCIAL GROUP INC/RI | $2.6M | 50,964 | Trimmed |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $1.8M | 35,194 | Trimmed |
| 14 | Mariner, LLC | $1.7M | 34,008 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.7M | 33,242 | New |
| 16 | Pasadena Private Wealth, LLC | $1.6M | 32,350 | New |
| 17 | HighTower Advisors, LLC | $1.6M | 31,958 | Trimmed |
| 18 | Savvy Advisors, Inc. | $1.6M | 31,719 | Trimmed |
| 19 | FINANCIAL MANAGEMENT NETWORK INC | $1.6M | 30,763 | Trimmed |
| 20 | McIlrath & Eck, LLC | $1.4M | 27,557 | New |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 26,239 | Hold |
| 22 | Perigon Wealth Management, LLC | $1.2M | 24,300 | Hold |
| 23 | KANAWHA CAPITAL MANAGEMENT LLC | $1.2M | 24,000 | Added |
| 24 | TriaGen Wealth Management LLC | $1.2M | 22,949 | Added |
| 25 | Atlas Private Wealth Advisors | $1.1M | 21,985 | Added |