| 1 | HUB Investment Partners, LLC | $15.1M | 942,833 | Added |
| 2 | AlphaStar Capital Management, LLC | $10.7M | 666,942 | Added |
| 3 | Brookstone Capital Management | $9.7M | 605,928 | Added |
| 4 | Venture Visionary Partners LLC | $5.5M | 343,597 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 284,702 | Trimmed |
| 6 | PRINCIPAL SECURITIES, INC. | $3.7M | 231,075 | Trimmed |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.5M | 220,997 | Added |
| 8 | AE Wealth Management LLC | $3.3M | 203,550 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.6M | 159,548 | Added |
| 10 | Mesirow Financial Investment Management, Inc. | $2.5M | 158,466 | Added |
| 11 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $2.4M | 148,124 | Added |
| 12 | RFG Advisory, LLC | $2.3M | 144,012 | Added |
| 13 | Institute for Wealth Management, LLC. | $2.3M | 143,819 | Trimmed |
| 14 | Palacios Wealth Management, LLC | $2.2M | 137,782 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $2.1M | 129,163 | Trimmed |
| 16 | J.W. COLE ADVISORS, INC. | $2.1M | 128,847 | Added |
| 17 | Apella Capital, LLC | $2.0M | 123,263 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 112,543 | Trimmed |
| 19 | Formidable Asset Management, LLC | $1.6M | 105,494 | Trimmed |
| 20 | Triumph Capital Management | $1.3M | 79,978 | Added |
| 21 | High Net Worth Advisory Group LLC | $1.1M | 71,726 | Added |
| 22 | RiverFront Investment Group, LLC | $1.1M | 67,845 | Added |
| 23 | Solutions 4 Wealth, Ltd | $1.0M | 63,461 | Added |
| 24 | NWF Advisory Services Inc. | $923,904 | 57,780 | Trimmed |
| 25 | Dynamic Advisor Solutions LLC | $880,840 | 55,087 | Added |