| 1 | NewSquare Capital LLC | $12.1M | 361,283 | Trimmed |
| 2 | Maltin Wealth Management, Inc. | $6.0M | 180,244 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $5.5M | 163,810 | Added |
| 4 | Prospera Financial Services Inc | $3.8M | 115,122 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 75,968 | Added |
| 6 | PFG Investments, LLC | $1.3M | 40,343 | Added |
| 7 | Trueblood Wealth Management, LLC | $1.0M | 30,217 | Added |
| 8 | Private Advisor Group, LLC | $805,168 | 24,110 | Added |
| 9 | Del-Sette Capital Management, LLC | $614,038 | 18,387 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $593,630 | 17,776 | Added |
| 11 | Lunt Capital Management, Inc. | $460,687 | 13,795 | New |
| 12 | STEINBERGANNA WEALTH MANAGEMENT | $438,076 | 13,118 | Trimmed |
| 13 | Nicholson Wealth Management Group, LLC | $364,640 | 10,919 | Added |
| 14 | BENJAMIN EDWARDS INC | $335,465 | 10,044 | Added |
| 15 | EWA, LLC | $314,082 | 9,405 | New |
| 16 | DAVENPORT & Co LLC | $238,331 | 7,137 | New |
| 17 | Institute for Wealth Management, LLC. | $192,551 | 5,766 | New |
| 18 | CITIGROUP INC | $189,617 | 5,678 | Trimmed |
| 19 | Founders Financial Alliance, LLC | $81,484 | 2,440 | Added |
| 20 | NBC SECURITIES, INC. | $39,005 | 1,168 | New |
| 21 | IFP Advisors, Inc | $26,382 | 790 | New |
| 22 | Register Financial Advisors LLC | $18,914 | 566 | Added |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $17,479 | 537 | Hold |
| 24 | Whipplewood Advisors, LLC | $16,865 | 505 | Hold |
| 25 | DHJJ Financial Advisors, Ltd. | $3,955 | 118 | Hold |