| 1 | BIP Wealth, LLC | $26.9M | 665,102 | Added |
| 2 | Avestar Capital, LLC | $25.4M | 628,720 | Added |
| 3 | Stablepoint Partners, LLC | $8.9M | 220,840 | Added |
| 4 | ORBA Wealth Advisors, L.L.C. | $6.4M | 158,037 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 119,635 | Trimmed |
| 6 | David Kennon Inc | $4.3M | 106,107 | Trimmed |
| 7 | Kraft, Davis & Associates, LLC | $4.2M | 104,871 | New |
| 8 | WT Wealth Management | $3.2M | 79,331 | Added |
| 9 | BridgePort Financial Solutions, LLC | $2.8M | 68,829 | Trimmed |
| 10 | Elmwood Wealth Management, Inc. | $2.0M | 49,849 | Added |
| 11 | Barnes Wealth Management Group, Inc | $1.9M | 47,687 | Trimmed |
| 12 | Global View Capital Management LLC | $1.9M | 45,931 | Added |
| 13 | CGN Advisors LLC | $1.3M | 32,562 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 28,296 | Trimmed |
| 15 | Ameliora Wealth Management Ltd. | $1.1M | 27,767 | Hold |
| 16 | Crews Bank & Trust | $859,031 | 21,250 | Trimmed |
| 17 | NAPLES GLOBAL ADVISORS, LLC | $842,862 | 20,850 | Hold |
| 18 | Wealthcare Advisory Partners LLC | $817,822 | 20,231 | Trimmed |
| 19 | G&S Capital LLC | $807,097 | 19,965 | Trimmed |
| 20 | SALEM INVESTMENT COUNSELORS INC | $743,659 | 18,396 | Trimmed |
| 21 | KINGSWOOD WEALTH ADVISORS, LLC | $708,383 | 17,523 | Added |
| 22 | Fifth Third Securities, Inc. | $681,080 | 16,848 | Added |
| 23 | McAdam, LLC | $640,831 | 15,852 | Added |
| 24 | TKG Advisors, LLC | $572,477 | 14,161 | Trimmed |
| 25 | Golden State Wealth Management, LLC | $510,527 | 12,629 | Added |