| 1 | MOODY NATIONAL BANK TRUST DIVISION | $5.8M | 118,644 | Added |
| 2 | AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 69,794 | Trimmed |
| 3 | OmniStar Financial Group, Inc. | $3.2M | 65,334 | Added |
| 4 | Kestra Advisory Services, LLC | $3.1M | 62,748 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 50,646 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 46,621 | Added |
| 7 | Great Lakes Retirement, Inc. | $1.7M | 33,895 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 20,926 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.0M | 20,846 | Added |
| 10 | Breakwater Capital Group | $730,841 | 14,906 | Added |
| 11 | Stonebridge Financial Planning Group, LLC | $658,546 | 13,431 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $612,649 | 12,495 | Added |
| 13 | Merit Financial Group, LLC | $610,270 | 12,447 | Trimmed |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $453,319 | 9,246 | Trimmed |
| 15 | NWF Advisory Services Inc. | $405,870 | 8,278 | Hold |
| 16 | Wealth Care LLC | $327,993 | 6,690 | New |
| 17 | Freestate Advisors LLC | $298,638 | 6,091 | Added |
| 18 | Shared Vision Wealth Group LLC | $287,757 | 5,869 | Hold |
| 19 | FORONJY FINANCIAL LLC | $278,829 | 5,687 | Trimmed |
| 20 | Symphony Financial, Ltd. Co. | $249,849 | 5,100 | New |
| 21 | J.W. COLE ADVISORS, INC. | $243,059 | 4,957 | New |
| 22 | IFP Advisors, Inc | $126,792 | 2,586 | Hold |
| 23 | Glass Jacobson Investment Advisors llc | $92,200 | 1,880 | Added |
| 24 | Financial Management Professionals, Inc. | $70,500 | 1,430 | Trimmed |
| 25 | AE Wealth Management LLC | $58,798 | 1,199 | Trimmed |