| 1 | AE Wealth Management LLC | $71.1M | 1.4M | Added |
| 2 | Cedar Mountain Advisors, LLC | $12.1M | 245,120 | Added |
| 3 | ETF Portfolio Partners, Inc. | $5.4M | 110,478 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 85,430 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.8M | 77,588 | Trimmed |
| 6 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.4M | 68,757 | Added |
| 7 | KEYBANK NATIONAL ASSOCIATION/OH | $3.4M | 68,357 | Hold |
| 8 | Independent Wealth Network Inc. | $2.3M | 47,187 | Added |
| 9 | Sound Income Strategies, LLC | $2.3M | 46,637 | Added |
| 10 | Prospera Financial Services Inc | $1.6M | 33,228 | Trimmed |
| 11 | Cresta Advisors, Ltd. | $1.1M | 22,570 | Hold |
| 12 | Cambridge Investment Research Advisors, Inc. | $890,000 | 18,082 | Added |
| 13 | Summit Wealth Partners, LLC | $778,681 | 15,810 | Trimmed |
| 14 | J.W. COLE ADVISORS, INC. | $756,320 | 15,356 | New |
| 15 | Level Financial Advisors | $739,453 | 15,014 | New |
| 16 | ZENITH SOLUTIONS, INC. | $637,235 | 12,939 | New |
| 17 | Latitude Advisors, LLC | $499,897 | 10,150 | Hold |
| 18 | Private Advisor Group, LLC | $453,319 | 9,204 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $451,692 | 9,171 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409,132 | 8,473 | New |
| 21 | Elevated Capital Advisors, LLC | $321,953 | 6,537 | Trimmed |
| 22 | TD PRIVATE CLIENT WEALTH LLC | $315,895 | 6,414 | Added |
| 23 | TSFG, LLC | $285,000 | 5,791 | Trimmed |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $224,734 | 4,601 | Added |
| 25 | CITIGROUP INC | $155,927 | 3,166 | Added |