| 1 | Parkway Wealth Management Group, LLC | $50.2M | 303,631 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $47.9M | 289,337 | Added |
| 3 | ASSETMARK, INC | $37.6M | 227,603 | Added |
| 4 | Daiwa Securities Group Inc. | $29.9M | 181,000 | Hold |
| 5 | Gradient Investments LLC | $27.3M | 165,141 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 150,348 | Added |
| 7 | Madrona Financial Services, LLC | $22.9M | 138,178 | Added |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $18.7M | 113,113 | Added |
| 9 | BFI Infinity Ltd. | $18.0M | 108,943 | Added |
| 10 | RPg Family Wealth Advisory, LLC | $16.9M | 102,398 | Added |
| 11 | Kraft, Davis & Associates, LLC | $16.1M | 106,301 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $14.4M | 87,289 | Added |
| 13 | Mirae Asset Global Investments Co., Ltd. | $11.6M | 70,000 | New |
| 14 | Foguth Wealth Management, LLC. | $11.5M | 81,662 | Added |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $10.8M | 65,392 | Added |
| 16 | New England Private Wealth Advisors LLC | $10.0M | 71,548 | Added |
| 17 | Paller Financial Services Inc | $9.0M | 54,561 | Trimmed |
| 18 | Nvest Financial, LLC | $9.0M | 54,429 | Added |
| 19 | FISCHER INVESTMENT STRATEGIES, LLC | $8.6M | 52,023 | Added |
| 20 | VVR Holdings LLC | $7.8M | 47,182 | Trimmed |
| 21 | Buska Wealth Management, LLC | $6.1M | 36,863 | Added |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $6.0M | 36,070 | Added |
| 23 | Procyon Advisors, LLC | $5.7M | 34,449 | Added |
| 24 | 1 NORTH WEALTH SERVICES LLC | $5.6M | 33,910 | Trimmed |
| 25 | NOVEM GROUP | $5.6M | 33,808 | Trimmed |