| 1 | Stonebridge Financial Group, LLC | $17.2M | 289,800 | Added |
| 2 | LVM CAPITAL MANAGEMENT LTD/MI | $8.8M | 148,480 | Added |
| 3 | United Advisor Group, LLC | $7.6M | 127,703 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 101,805 | Trimmed |
| 5 | XML Financial, LLC | $5.8M | 97,128 | Trimmed |
| 6 | Linscomb Wealth, Inc. | $5.7M | 96,203 | Trimmed |
| 7 | COLUMBIA ADVISORY PARTNERS LLC | $4.7M | 79,482 | Added |
| 8 | Stonebridge Wealth Management, LLC | $3.6M | 61,142 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.2M | 53,722 | Added |
| 10 | Philip James Wealth Mangement, LLC | $3.1M | 52,788 | Trimmed |
| 11 | Dickmeyer Boyce Financial Management, Inc. | $2.6M | 43,205 | Added |
| 12 | Strategic Financial Concepts, LLC | $2.4M | 40,184 | Added |
| 13 | CERTUITY, LLC | $2.1M | 35,508 | Trimmed |
| 14 | Private Advisor Group, LLC | $1.9M | 32,257 | Added |
| 15 | LifeWealth Investments, LLC | $1.9M | 31,831 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 30,504 | Added |
| 17 | Everstar Asset Management, LLC | $1.8M | 30,019 | Added |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | $1.2M | 20,300 | Added |
| 19 | PRECEDENT WEALTH PARTNERS, LLC | $930,727 | 15,681 | Trimmed |
| 20 | OPPENHEIMER & CO INC | $752,428 | 12,677 | Added |
| 21 | Sovran Advisors, LLC | $681,231 | 11,258 | Trimmed |
| 22 | Team Financial Group, LLC | $596,137 | 10,044 | Added |
| 23 | Princeton Global Asset Management LLC | $544,809 | 9,179 | Trimmed |
| 24 | Wealthcare Capital Partners, LLC | $529,375 | 8,919 | Added |
| 25 | Avidian Wealth Enterprises, LLC | $526,157 | 8,865 | Trimmed |