| 1 | Concurrent Investment Advisors, LLC | $13.2M | 451,677 | Added |
| 2 | Marshall Financial Group, LLC | $11.1M | 378,657 | Added |
| 3 | Seascape Capital Management | $7.4M | 251,947 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 240,435 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.7M | 91,144 | Added |
| 6 | IAMS WEALTH MANAGEMENT, LLC | $2.3M | 78,322 | Trimmed |
| 7 | Walkner Condon Financial Advisors LLC | $1.8M | 60,441 | Added |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.7M | 58,308 | Added |
| 9 | Avior Wealth Management, LLC | $1.5M | 51,379 | Trimmed |
| 10 | D.A. DAVIDSON & CO. | $1.2M | 40,140 | Added |
| 11 | Redhawk Wealth Advisors, Inc. | $1.2M | 39,799 | Added |
| 12 | Prospera Financial Services Inc | $966,962 | 33,100 | Trimmed |
| 13 | HBW ADVISORY SERVICES LLC | $886,856 | 30,351 | Trimmed |
| 14 | Treasure Coast Financial Planning | $846,562 | 28,972 | New |
| 15 | ASSETMARK, INC | $837,504 | 28,662 | Trimmed |
| 16 | COTTONWOOD CAPITAL ADVISORS, LLC | $829,337 | 28,383 | Trimmed |
| 17 | Pine Valley Investments Ltd Liability Co | $741,712 | 25,384 | Trimmed |
| 18 | Rareview Capital LLC | $711,488 | 24,636 | Trimmed |
| 19 | Envestnet Portfolio Solutions, Inc. | $625,913 | 21,421 | Trimmed |
| 20 | BENJAMIN EDWARDS INC | $562,711 | 19,250 | Trimmed |
| 21 | InTrack Investment Management Inc | $513,132 | 17,561 | Added |
| 22 | BAM Wealth Management, LLC | $472,458 | 16,169 | Added |
| 23 | PARK AVENUE SECURITIES LLC | $447,000 | 15,305 | Added |
| 24 | Kovack Advisors, Inc. | $430,685 | 14,702 | Added |
| 25 | Spire Wealth Management | $390,642 | 13,369 | Trimmed |