| 1 | Orgel Wealth Management, LLC | $31.2M | 341,915 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 257,449 | Trimmed |
| 3 | Black Diamond Financial, LLC | $22.4M | 245,612 | Added |
| 4 | Matrix Trust Co | $19.2M | 209,721 | Added |
| 5 | Steele Capital Management, Inc. | $19.2M | 209,721 | Added |
| 6 | Marietta Wealth Management, LLC | $12.4M | 135,955 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 125,527 | Trimmed |
| 8 | Rodgers & Associates, LTD | $11.0M | 120,448 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $10.3M | 113,012 | Added |
| 10 | Bedel Financial Consulting, Inc. | $8.9M | 97,819 | Added |
| 11 | Ipsen Advisor Group LLC | $7.8M | 85,523 | Added |
| 12 | GHP Investment Advisors, Inc. | $7.4M | 81,185 | Trimmed |
| 13 | DAVENPORT & Co LLC | $6.8M | 74,249 | Added |
| 14 | Lebenthal Global Advisors, LLC | $5.9M | 64,544 | Added |
| 15 | DDFG, Inc | $4.7M | 51,272 | Added |
| 16 | Sovran Advisors, LLC | $4.0M | 41,718 | Trimmed |
| 17 | Merit Financial Group, LLC | $2.7M | 29,399 | Added |
| 18 | Dynamic Advisor Solutions LLC | $2.6M | 28,581 | Added |
| 19 | Kestra Advisory Services, LLC | $2.3M | 25,445 | Added |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.3M | 23,905 | Added |
| 21 | Caliber Wealth Management, LLC / KS | $2.3M | 24,639 | Added |
| 22 | LRI Investments, LLC | $2.1M | 22,656 | Hold |
| 23 | PRINCIPAL SECURITIES, INC. | $1.9M | 20,873 | Added |
| 24 | Allegheny Financial Group | $1.6M | 17,676 | Added |
| 25 | Courage Miller Partners, LLC | $1.6M | 17,464 | Trimmed |