| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | $11.4M | 238,292 | New |
| 2 | AE Wealth Management LLC | $6.4M | 133,089 | Added |
| 3 | Private Advisor Group, LLC | $5.7M | 118,963 | Added |
| 4 | Systelligence, LLC | $3.8M | 78,600 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.4M | 70,512 | Added |
| 6 | Ocean Park Asset Management, LLC | $3.2M | 66,500 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 55,534 | Added |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 55,476 | Trimmed |
| 9 | Clear Creek Financial Management, LLC | $2.0M | 42,119 | Added |
| 10 | Urban Wealth Management, LLC | $1.9M | 39,348 | New |
| 11 | Cornerstone Planning Group LLC | $1.2M | 25,061 | Added |
| 12 | Atria Investments, Inc | $1.1M | 23,419 | New |
| 13 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.1M | 22,347 | Added |
| 14 | OPPENHEIMER & CO INC | $796,703 | 16,650 | Added |
| 15 | Bill Few Associates, Inc. | $727,942 | 15,213 | Trimmed |
| 16 | SAGE RHINO CAPITAL LLC | $469,848 | 9,819 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $407,030 | 8,506 | Trimmed |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $358,731 | 7,497 | Added |
| 19 | Prism Advisors, Inc. | $322,365 | 6,737 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $249,777 | 5,220 | Hold |
| 21 | Prospera Financial Services Inc | $242,674 | 5,072 | Added |
| 22 | Collier Financial | $149,276 | 3,120 | Added |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24,910 | 523 | Hold |
| 24 | Hickory Point Bank & Trust | $20,671 | 432 | Hold |
| 25 | Bank & Trust Co | $3,158 | 66 | Hold |