| 1 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $15.1M | 455,121 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 141,855 | Added |
| 3 | Friedenthal Financial | $4.4M | 131,197 | Added |
| 4 | Farther Finance Advisors, LLC | $4.2M | 127,480 | Trimmed |
| 5 | Focus Financial Network, Inc. | $4.2M | 126,116 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.5M | 76,402 | Added |
| 7 | Yoder Wealth Management, Inc. | $2.4M | 71,741 | Added |
| 8 | Cornerstone Advisory, LLC | $2.3M | 69,287 | Added |
| 9 | RAINEY & RANDALL WEALTH ADVISORS INC. | $2.3M | 68,203 | Trimmed |
| 10 | Berger Financial Group, Inc | $2.0M | 59,353 | Trimmed |
| 11 | Peak Financial Management, Inc. | $1.9M | 55,886 | Trimmed |
| 12 | Hartford Financial Management Inc. | $1.9M | 55,788 | Added |
| 13 | Walker Asset Management, LLC | $1.5M | 45,577 | Added |
| 14 | CITIGROUP INC | $1.1M | 33,729 | Added |
| 15 | Optas, LLC | $1.0M | 30,154 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $989,568 | 29,815 | Trimmed |
| 17 | Red Mountain Financial, LLC | $936,365 | 28,212 | Added |
| 18 | Merit Financial Group, LLC | $876,976 | 26,423 | Trimmed |
| 19 | HHM Wealth Advisors, LLC | $793,739 | 23,915 | Added |
| 20 | CHOREO, LLC | $756,068 | 22,780 | Hold |
| 21 | Private Advisor Group, LLC | $746,714 | 22,498 | Added |
| 22 | Sensible Money, LLC | $724,372 | 21,825 | Hold |
| 23 | Asset Dedication, LLC | $724,372 | 21,825 | Hold |
| 24 | OPPENHEIMER & CO INC | $641,131 | 19,317 | Added |
| 25 | First Heartland Consultants, Inc. | $629,912 | 18,979 | Trimmed |