| 1 | Cambridge Investment Research Advisors, Inc. | $24.3M | 154,178 | Added |
| 2 | Howard Capital Management Inc. | $19.2M | 121,811 | New |
| 3 | DORVAL Corp | $12.7M | 80,869 | Added |
| 4 | Roan Capital Partners | $5.5M | 35,075 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 19,335 | Added |
| 6 | McNaughton Wealth Management, LLC | $2.9M | 18,455 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 14,200 | Trimmed |
| 8 | Johnson & White Wealth Management, LLC | $2.0M | 12,562 | Trimmed |
| 9 | HF Advisory Group, LLC | $1.2M | 7,591 | Added |
| 10 | CITIGROUP INC | $1.2M | 7,527 | Added |
| 11 | Clearview Wealth Management LLC | $651,010 | 4,137 | Trimmed |
| 12 | SUMMIT WEALTH GROUP LLC / CO | $619,852 | 3,939 | Added |
| 13 | McAdam, LLC | $556,278 | 3,535 | Trimmed |
| 14 | AdvisorNet Financial, Inc | $504,586 | 3,207 | Added |
| 15 | Strategic Blueprint, LLC | $489,399 | 3,110 | Hold |
| 16 | PARK AVENUE SECURITIES LLC | $404,000 | 2,570 | New |
| 17 | ROFFMAN MILLER ASSOCIATES INC /PA/ | $394,649 | 2,508 | Trimmed |
| 18 | Compound Planning, Inc. | $338,303 | 2,150 | Trimmed |
| 19 | Fragasso Financial Advisors Inc | $307,802 | 1,956 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $292,603 | 1,859 | New |
| 21 | Private Advisor Group, LLC | $274,642 | 1,745 | Hold |
| 22 | J.W. COLE ADVISORS, INC. | $251,958 | 1,601 | New |
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $249,330 | 1,584 | Added |
| 24 | Grey Fox Wealth Advisors, LLC | $236,214 | 1,501 | Trimmed |
| 25 | Worth Financial Advisory Group, LLC | $233,369 | 1,483 | New |