| 1 | WELLS FARGO & COMPANY/MN | $22.6M | 1.9M | Added |
| 2 | Focus Partners Wealth | $16.5M | 1.4M | Added |
| 3 | HighTower Advisors, LLC | $15.9M | 1.4M | Added |
| 4 | LPL Financial LLC | $11.9M | 1.0M | Trimmed |
| 5 | Professional Financial Management, Inc. | $8.7M | 738,723 | Added |
| 6 | Beaumont Financial Advisors, LLC | $8.3M | 710,791 | New |
| 7 | Soltis Investment Advisors LLC | $6.6M | 561,665 | Added |
| 8 | FSA WEALTH PARTNERS, INC. | $3.1M | 265,273 | New |
| 9 | OSAIC HOLDINGS, INC. | $2.4M | 204,178 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.2M | 183,690 | Added |
| 11 | Ferguson Shapiro LLC | $1.8M | 154,600 | New |
| 12 | NINE MASTS CAPITAL Ltd | $1.5M | 128,015 | New |
| 13 | Philip James Wealth Mangement, LLC | $1.4M | 119,802 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $1.4M | 116,900 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 98,983 | Added |
| 16 | Golden State Equity Partners | $960,173 | 81,996 | New |
| 17 | Sierra Capital LLC | $771,000 | 65,800 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $754,446 | 64,428 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $741,360 | 63,310 | Added |
| 20 | Comprehensive Money Management Services LLC | $623,979 | 53,286 | Hold |
| 21 | ZEGA Investments, LLC | $460,531 | 39,328 | New |
| 22 | CITIZENS FINANCIAL GROUP INC/RI | $455,914 | 38,934 | Trimmed |
| 23 | Mezzasalma Advisors, LLC | $399,896 | 34,150 | Added |
| 24 | Firestone Capital Management | $346,066 | 29,553 | New |
| 25 | Centric Wealth Management | $338,004 | 30,882 | Added |