| 1 | FOCUS Wealth Advisors, LLC | $25.4M | 480,320 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $14.1M | 267,661 | Trimmed |
| 3 | ASSETMARK, INC | $14.0M | 266,045 | Added |
| 4 | Cetera Investment Advisers | $12.7M | 240,360 | Trimmed |
| 5 | Rockefeller Capital Management L.P. | $11.1M | 210,643 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $9.0M | 169,645 | Trimmed |
| 7 | Keystone Wealth Services, LLC | $8.8M | 166,508 | New |
| 8 | REAP Financial Group, LLC | $8.8M | 166,350 | Trimmed |
| 9 | CWM, LLC | $7.9M | 149,771 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 142,776 | Added |
| 11 | Kestra Advisory Services, LLC | $6.2M | 117,813 | Added |
| 12 | Tanglewood Legacy Advisors, LLC | $5.5M | 104,089 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $5.0M | 94,322 | Trimmed |
| 14 | LPL Financial LLC | $4.7M | 89,124 | Trimmed |
| 15 | FSB PREMIER WEALTH MANAGEMENT, INC. | $3.8M | 71,328 | Trimmed |
| 16 | Ignite Planners, LLC | $3.6M | 68,190 | Trimmed |
| 17 | STEPHENS INC /AR/ | $2.8M | 52,810 | Trimmed |
| 18 | WESPAC Advisors SoCal, LLC | $2.7M | 51,311 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $2.7M | 50,462 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.3M | 44,260 | Added |
| 21 | Sloy Dahl & Holst, LLC | $2.2M | 41,845 | Hold |
| 22 | Integrated Advisors Network LLC | $2.2M | 41,644 | Added |
| 23 | Signal Advisors Wealth, LLC | $2.1M | 39,958 | Trimmed |
| 24 | FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 35,503 | Added |
| 25 | FWG Investments, LLC. | $1.7M | 32,919 | Trimmed |