| 1 | PFG Investments, LLC | $4.4M | 78,646 | Added |
| 2 | Wealthstar Advisors, LLC | $3.5M | 63,051 | Trimmed |
| 3 | Thayer Partners, LLC / MA | $3.3M | 58,304 | Added |
| 4 | RFG Advisory, LLC | $2.5M | 45,092 | Added |
| 5 | Guilbault Capital LLC | $1.7M | 30,289 | Trimmed |
| 6 | Private Advisor Group, LLC | $1.7M | 29,793 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.5M | 27,330 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 26,993 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $790,922 | 14,164 | Added |
| 10 | Signal Advisors Wealth, LLC | $785,217 | 14,062 | Trimmed |
| 11 | Anchor Capital Management Group Inc | $781,760 | 14,000 | Hold |
| 12 | CAP Partners, LLC | $647,602 | 11,597 | Added |
| 13 | TPG Advisors LLC | $569,512 | 10,199 | Added |
| 14 | Millennium Capital Advisors, LLC | $567,674 | 10,166 | Added |
| 15 | Chicago Partners Investment Group LLC | $546,306 | 10,099 | Added |
| 16 | Commerce Advisors, LLC | $450,332 | 8,065 | Trimmed |
| 17 | Prospera Financial Services Inc | $423,563 | 7,584 | Added |
| 18 | ATLANTIC FAMILY WEALTH, LLC | $356,092 | 6,377 | Trimmed |
| 19 | High Net Worth Advisory Group LLC | $332,248 | 5,950 | Hold |
| 20 | Nvest Financial, LLC | $293,182 | 5,250 | New |
| 21 | Sound Income Strategies, LLC | $279,814 | 5,011 | New |
| 22 | Palacios Wealth Management, LLC | $276,185 | 4,946 | Hold |
| 23 | WEDBUSH SECURITIES INC | $269,000 | 4,814 | Hold |
| 24 | Oregon Pacific Wealth Management, LLC | $266,245 | 4,768 | Trimmed |
| 25 | Patriot Financial Group Insurance Agency, LLC | $254,631 | 4,560 | Trimmed |