| 1 | COMPASS FINANCIAL MANAGEMENT LLC | $2.9M | 66,413 | New |
| 2 | NAPLES GLOBAL ADVISORS, LLC | $2.7M | 63,011 | Added |
| 3 | GeoWealth Management, LLC | $1.9M | 45,007 | Added |
| 4 | NI ACQUISITIONS COMPANY, LLC | $1.6M | 32,533 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.3M | 29,813 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 28,420 | New |
| 7 | OSAIC HOLDINGS, INC. | $1.1M | 25,781 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $980,041 | 22,684 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $906,422 | 20,980 | Added |
| 10 | Treasure Coast Financial Planning | $904,756 | 20,942 | Trimmed |
| 11 | OneDigital Investment Advisors LLC | $600,310 | 13,895 | Trimmed |
| 12 | Cetera Investment Advisers | $451,246 | 10,445 | New |
| 13 | DAVENPORT & Co LLC | $389,175 | 9,008 | Added |
| 14 | JANE STREET GROUP, LLC | $304,108 | 7,039 | Trimmed |
| 15 | Signal Advisors Wealth, LLC | $277,179 | 6,416 | New |
| 16 | OLD MISSION CAPITAL LLC | $255,893 | 5,923 | Trimmed |
| 17 | RHODES INVESTMENT ADVISORS INC /ADV | $236,538 | 5,475 | New |
| 18 | Stonebridge Financial Planning Group, LLC | $200,982 | 4,652 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $16,590 | 384 | Hold |
| 20 | ASSETMARK, INC | $14,171 | 328 | Hold |
| 21 | Institute for Wealth Management, LLC. | $1,118 | 26 | New |
| 22 | Integrated Wealth Concepts LLC | $130 | 3 | New |
| 23 | UBS Group AG | $0 | 0 | Exited |