| 1 | Creative Planning | $7.9M | 270,771 | New |
| 2 | ACCESS FINANCIAL SERVICES, INC. | $3.6M | 122,321 | New |
| 3 | Cetera Investment Advisers | $2.8M | 98,029 | Added |
| 4 | Americana Partners, LLC | $2.7M | 92,179 | Trimmed |
| 5 | CORRADO ADVISORS, LLC | $2.5M | 87,374 | Added |
| 6 | Beacon Pointe Advisors, LLC | $2.2M | 75,843 | New |
| 7 | Private Advisor Group, LLC | $2.1M | 73,615 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 70,203 | New |
| 9 | MML INVESTORS SERVICES, LLC | $1.9M | 65,927 | New |
| 10 | Focus Partners Wealth | $1.6M | 55,902 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 53,900 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 52,488 | Added |
| 13 | Kestra Advisory Services, LLC | $1.4M | 46,553 | Added |
| 14 | SYON CAPITAL LLC | $1.2M | 40,156 | New |
| 15 | Allworth Financial LP | $1.0M | 34,654 | Trimmed |
| 16 | Cerity Partners LLC | $952,606 | 32,815 | New |
| 17 | LPL Financial LLC | $794,163 | 27,357 | New |
| 18 | OSAIC HOLDINGS, INC. | $782,311 | 26,949 | Added |
| 19 | Diligent Investors, LLC | $704,926 | 24,283 | Added |
| 20 | CAPTRUST FINANCIAL ADVISORS | $667,681 | 23,000 | Hold |
| 21 | HighTower Advisors, LLC | $660,656 | 22,758 | Added |
| 22 | FIDUCIARY FINANCIAL GROUP, LLC | $654,676 | 22,552 | Added |
| 23 | Cresset Asset Management, LLC | $587,689 | 20,244 | New |
| 24 | Cornerstone Wealth Group, LLC | $548,977 | 18,453 | New |
| 25 | PRINCIPAL SECURITIES, INC. | $543,898 | 18,736 | Added |