| 1 | CAPITAL WEALTH MANAGEMENT, LLC | $27.0M | 357,181 | Trimmed |
| 2 | Cornerstone Planning Group LLC | $16.7M | 206,378 | Added |
| 3 | XML Financial, LLC | $10.7M | 142,187 | Added |
| 4 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $7.6M | 100,006 | Trimmed |
| 5 | CFS Investment Advisory Services, LLC | $7.2M | 94,701 | Trimmed |
| 6 | Fiduciary Alliance LLC | $5.5M | 72,606 | Added |
| 7 | Certified Advisory Corp | $2.4M | 32,348 | Added |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.2M | 28,782 | Trimmed |
| 9 | Savvy Advisors, Inc. | $2.0M | 26,809 | Added |
| 10 | D.A. DAVIDSON & CO. | $1.9M | 24,676 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.5M | 20,018 | Added |
| 12 | Aaron Wealth Advisors LLC | $1.2M | 16,142 | Hold |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $1.2M | 15,671 | Added |
| 14 | Focus Financial Network, Inc. | $952,891 | 12,621 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $819,553 | 10,855 | New |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | $668,854 | 8,859 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $505,470 | 6,695 | Added |
| 18 | RFG Advisory, LLC | $480,299 | 6,362 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $359,336 | 4,759 | Added |
| 20 | ASSETMARK, INC | $350,320 | 4,640 | Trimmed |
| 21 | Planning Strategies Inc. | $331,747 | 4,394 | New |
| 22 | First Heartland Consultants, Inc. | $299,358 | 3,965 | Added |
| 23 | Atria Investments, Inc | $295,054 | 3,908 | Added |
| 24 | Private Advisor Group, LLC | $283,432 | 3,754 | Trimmed |
| 25 | MGO ONE SEVEN LLC | $275,122 | 3,644 | Added |