| 1 | Howard Capital Management Inc. | $178.0M | 6.4M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $66.2M | 2.4M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $40.3M | 1.5M | Added |
| 4 | TrueWealth Advisors, LLC | $39.7M | 1.4M | Added |
| 5 | Venture Visionary Partners LLC | $36.7M | 1.3M | Added |
| 6 | Stenger Family Office, LLC | $35.0M | 1.3M | Trimmed |
| 7 | MEITAV INVESTMENT HOUSE LTD | $25.3M | 913,800 | Hold |
| 8 | Pinnacle Wealth Management, LLC | $19.8M | 715,360 | Trimmed |
| 9 | TD Waterhouse Canada Inc. | $18.6M | 670,896 | Added |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $18.5M | 685,361 | Trimmed |
| 11 | First Heartland Consultants, Inc. | $17.8M | 644,409 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $17.0M | 614,029 | Added |
| 13 | SOA Wealth Advisors, LLC. | $16.2M | 585,575 | Added |
| 14 | Blue Sky Capital Consultants Group, Inc. | $15.7M | 569,052 | Added |
| 15 | D.A. DAVIDSON & CO. | $15.1M | 544,339 | Added |
| 16 | DKM Wealth Management, Inc. | $14.0M | 507,436 | Added |
| 17 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $13.9M | 503,102 | Added |
| 18 | Balance Wealth, LLC | $13.9M | 501,752 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 483,770 | Added |
| 20 | Longview Financial Advisors, Inc. | $12.5M | 450,393 | Added |
| 21 | American Financial Advisors, LLC | $10.6M | 385,033 | New |
| 22 | Emissary Wealth LLC | $9.9M | 357,632 | Added |
| 23 | Solidarity Wealth, LLC | $9.7M | 351,851 | New |
| 24 | Teamwork Financial Advisors, LLC | $8.5M | 308,866 | Trimmed |
| 25 | IFP Advisors, Inc | $8.3M | 300,895 | Trimmed |