| 1 | ASSETMARK, INC | $7.0M | 46,047 | Added |
| 2 | Fingerlakes Wealth Management, Inc. | $5.1M | 33,473 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.2M | 27,524 | Added |
| 4 | SYM FINANCIAL Corp | $3.6M | 23,518 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 22,457 | Trimmed |
| 6 | Wealthcare Advisory Partners LLC | $2.1M | 14,120 | Trimmed |
| 7 | MCDONALD PARTNERS LLC | $1.0M | 6,635 | Hold |
| 8 | New England Private Wealth Advisors LLC | $886,514 | 5,800 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $802,385 | 5,282 | Added |
| 10 | Atlas Private Wealth Advisors | $796,946 | 5,246 | Added |
| 11 | First Heartland Consultants, Inc. | $682,378 | 4,492 | Added |
| 12 | GATEWAY INVESTMENT ADVISERS LLC | $581,066 | 3,825 | Hold |
| 13 | PRINCIPAL SECURITIES, INC. | $544,455 | 3,584 | Added |
| 14 | WILLNER & HELLER, LLC | $459,698 | 3,026 | Added |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $249,009 | 1,639 | Added |
| 16 | Cullen/Frost Bankers, Inc. | $235,392 | 1,550 | Added |
| 17 | Prospera Financial Services Inc | $212,066 | 1,396 | New |
| 18 | Golden State Wealth Management, LLC | $174,931 | 1,151 | Trimmed |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $128,295 | 845 | Added |
| 20 | AE Wealth Management LLC | $93,578 | 616 | Hold |
| 21 | Collier Financial | $61,779 | 407 | Hold |
| 22 | Triumph Capital Management | $16,255 | 107 | Trimmed |
| 23 | BFSG, LLC | $6,685 | 44 | Hold |
| 24 | Farther Finance Advisors, LLC | $304 | 2 | Hold |