| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 263,974 | Trimmed |
| 2 | OPTIMA CAPITAL LLC | $7.9M | 261,390 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 154,571 | Added |
| 4 | Patriot Financial Group Insurance Agency, LLC | $3.5M | 114,564 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.8M | 92,110 | Added |
| 6 | CGN Advisors LLC | $2.7M | 89,480 | Added |
| 7 | VIMA LLC | $2.0M | 65,164 | New |
| 8 | Stonebridge Financial Group, LLC / MO | $1.4M | 46,589 | Trimmed |
| 9 | SageGuard Financial Group, LLC | $963,537 | 31,863 | Added |
| 10 | Madrona Financial Services, LLC | $958,971 | 31,712 | Hold |
| 11 | STEPHENS INC /AR/ | $861,417 | 28,486 | Added |
| 12 | Capital Investment Advisory Services, LLC | $847,174 | 28,015 | Added |
| 13 | AE Wealth Management LLC | $818,204 | 27,057 | Added |
| 14 | RFG Advisory, LLC | $813,093 | 26,888 | New |
| 15 | Strategic Financial Concepts, LLC | $635,131 | 21,003 | Hold |
| 16 | Discipline Wealth Solutions, LLC | $519,669 | 17,185 | Added |
| 17 | Clear Creek Financial Management, LLC | $439,085 | 14,520 | Hold |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $214,704 | 7,100 | New |
| 19 | Accurate Wealth Management, LLC | $212,197 | 6,979 | New |
| 20 | Mosley Wealth Management | $115,698 | 3,826 | New |
| 21 | IFP Advisors, Inc | $52,345 | 1,731 | Added |
| 22 | Key Capital Management, INC | $3,387 | 112 | Added |