| 1 | Merit Financial Group, LLC | $29.3M | 1.2M | Added |
| 2 | LPL Financial LLC | $27.1M | 1.1M | Added |
| 3 | Brookstone Capital Management | $10.5M | 414,867 | Added |
| 4 | Wealthcare Advisory Partners LLC | $7.6M | 300,995 | Added |
| 5 | Tribridge Partners Financial LLC | $6.8M | 267,537 | Added |
| 6 | Kensington Asset Management, LLC | $4.7M | 184,915 | Hold |
| 7 | Steward Partners Investment Advisory, LLC | $4.2M | 167,348 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 160,586 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 147,171 | Added |
| 10 | Capital Group Private Client Services, Inc. | $3.5M | 140,115 | Trimmed |
| 11 | MML INVESTORS SERVICES, LLC | $3.4M | 135,533 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.1M | 122,841 | New |
| 13 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 118,163 | Added |
| 14 | Cetera Investment Advisers | $2.8M | 109,220 | Added |
| 15 | Kingsview Wealth Management, LLC | $2.7M | 106,842 | Added |
| 16 | CAPTRUST FINANCIAL ADVISORS | $2.7M | 105,208 | Added |
| 17 | OSAIC HOLDINGS, INC. | $2.3M | 89,083 | Trimmed |
| 18 | Strategic Blueprint, LLC | $2.2M | 86,768 | Added |
| 19 | Capital International Investors | $2.1M | 82,000 | Trimmed |
| 20 | Ameritas Advisory Services, LLC | $1.5M | 61,151 | Added |
| 21 | Entruity Wealth, LLC | $1.4M | 54,378 | Trimmed |
| 22 | 5T Wealth, LLC | $887,075 | 35,090 | Added |
| 23 | Michael Brady & Co., LLC | $787,957 | 31,169 | Added |
| 24 | FLOW TRADERS U.S. LLC | $679,000 | 26,868 | Trimmed |
| 25 | Royal Bank of Canada | $655,000 | 25,926 | Added |