| 1 | Annex Advisory Services, LLC | $34.3M | 399,979 | Trimmed |
| 2 | ARMSTRONG ADVISORY GROUP, INC | $18.6M | 217,296 | Added |
| 3 | MinichMacGregor Wealth Management, LLC | $15.0M | 175,324 | Trimmed |
| 4 | Carmel Capital Management L.L.C. | $8.6M | 100,490 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $8.3M | 96,930 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 81,419 | Added |
| 7 | Crestwood Advisors Group, LLC | $6.8M | 79,742 | Trimmed |
| 8 | PRINCIPAL SECURITIES, INC. | $6.3M | 73,646 | Added |
| 9 | BIP Wealth, LLC | $4.2M | 49,257 | Added |
| 10 | PINNACLE ASSOCIATES LTD | $4.1M | 47,623 | Added |
| 11 | Quadcap Wealth Management, LLC | $3.7M | 42,826 | Trimmed |
| 12 | CITIGROUP INC | $3.7M | 42,654 | Added |
| 13 | Eagle Strategies LLC | $3.5M | 41,306 | Added |
| 14 | RAINIER FAMILY WEALTH INC | $3.2M | 37,150 | Added |
| 15 | Invera Wealth Advisors, LLC | $3.1M | 36,306 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 31,324 | Added |
| 17 | Hyposwiss Advisors SA | $2.7M | 31,006 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $2.5M | 29,661 | Added |
| 19 | Anson Capital, Inc. | $2.5M | 28,608 | Added |
| 20 | TRUE Private Wealth Advisors | $2.2M | 25,976 | Trimmed |
| 21 | Curbstone Financial Management Corp | $2.2M | 25,206 | Added |
| 22 | Solutions 4 Wealth, Ltd | $1.8M | 21,030 | Added |
| 23 | Private Advisor Group, LLC | $1.7M | 19,629 | Added |
| 24 | Stegent Equity Advisors, Inc. | $1.6M | 18,923 | New |
| 25 | Fortis Group Advisors, LLC | $1.6M | 18,691 | Trimmed |