| 1 | Howard Capital Management Inc. | $18.9M | 240,975 | New |
| 2 | Brookstone Capital Management | $14.2M | 181,117 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $12.9M | 164,536 | Added |
| 4 | RFG Advisory, LLC | $11.6M | 148,467 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 138,477 | Added |
| 6 | Wealthcare Advisory Partners LLC | $10.6M | 135,685 | Trimmed |
| 7 | MGO ONE SEVEN LLC | $10.5M | 133,525 | Added |
| 8 | WIN ADVISORS, INC | $9.7M | 123,282 | New |
| 9 | Atria Investments, Inc | $8.9M | 113,424 | Added |
| 10 | Cornerstone Wealth Management, LLC | $3.7M | 46,807 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 44,918 | Added |
| 12 | Paul R. Ried Financial Group, LLC | $3.2M | 40,764 | Trimmed |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.7M | 33,918 | Added |
| 14 | Lakeshore Capital Group, Inc. | $2.4M | 31,176 | Trimmed |
| 15 | Private Advisor Group, LLC | $2.3M | 29,072 | Added |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | $2.3M | 28,782 | Trimmed |
| 17 | Indivisible Partners | $1.8M | 23,086 | Added |
| 18 | Bensler, LLC | $1.6M | 20,653 | Added |
| 19 | ARRIEN INVESTMENTS, INC. | $1.5M | 19,525 | Trimmed |
| 20 | Bogart Wealth, LLC | $1.4M | 18,317 | Hold |
| 21 | CRUX WEALTH ADVISORS | $1.2M | 15,148 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $1.2M | 14,979 | Trimmed |
| 23 | OPPENHEIMER & CO INC | $1.1M | 14,258 | Added |
| 24 | D.A. DAVIDSON & CO. | $932,158 | 11,908 | Added |
| 25 | Core Wealth Partners LLC | $913,025 | 11,664 | Trimmed |