| 1 | Savant Capital, LLC | $27.3M | 1.0M | Added |
| 2 | Transcendent Capital Group LLC | $16.8M | 618,856 | Added |
| 3 | OSAIC HOLDINGS, INC. | $9.2M | 339,849 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 268,466 | Added |
| 5 | OPTIMA CAPITAL LLC | $6.9M | 252,742 | Added |
| 6 | Cetera Investment Advisers | $5.6M | 207,000 | Added |
| 7 | Advisory Services Network, LLC | $5.5M | 204,205 | Added |
| 8 | Core Wealth Advisors, Inc. | $5.0M | 184,766 | Added |
| 9 | HARBOUR INVESTMENTS, INC. | $4.8M | 176,861 | Added |
| 10 | Patriot Financial Group Insurance Agency, LLC | $4.6M | 167,588 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 125,503 | Added |
| 12 | CGN Advisors LLC | $2.4M | 88,212 | Trimmed |
| 13 | Allianz SE | $1.4M | 53,132 | Trimmed |
| 14 | Stonebridge Financial Group, LLC / MO | $1.3M | 47,137 | Added |
| 15 | Madrona Financial Services, LLC | $861,615 | 31,712 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $794,000 | 29,214 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $717,505 | 26,408 | Trimmed |
| 18 | Capital Investment Advisory Services, LLC | $708,648 | 26,082 | Added |
| 19 | Guardian Capital, LLC | $688,352 | 25,335 | Added |
| 20 | STEPHENS INC /AR/ | $686,858 | 25,280 | Trimmed |
| 21 | SageGuard Financial Group, LLC | $589,888 | 21,711 | New |
| 22 | Strategic Financial Concepts, LLC | $570,652 | 21,003 | New |
| 23 | AE Wealth Management LLC | $539,814 | 19,868 | Added |
| 24 | Discipline Wealth Solutions, LLC | $435,638 | 16,034 | Trimmed |
| 25 | MAI Capital Management | $405,458 | 14,923 | Hold |