| 1 | CWM, LLC | $160.0M | 3.9M | Added |
| 2 | LPL Financial LLC | $52.4M | 1.3M | Trimmed |
| 3 | MORGAN STANLEY | $28.1M | 693,007 | Added |
| 4 | Avestar Capital, LLC | $23.9M | 590,002 | Trimmed |
| 5 | BIP Wealth, LLC | $23.8M | 588,178 | Added |
| 6 | PTM WEALTH MANAGEMENT, LLC | $19.0M | 471,521 | Trimmed |
| 7 | AQR CAPITAL MANAGEMENT LLC | $18.6M | 459,577 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $11.2M | 277,650 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.2M | 277,412 | Added |
| 10 | Stablepoint Partners, LLC | $8.7M | 215,734 | New |
| 11 | IEQ CAPITAL, LLC | $7.8M | 193,126 | Hold |
| 12 | Elevation Capital Advisory, LLC | $7.2M | 178,670 | New |
| 13 | ORBA Wealth Advisors, L.L.C. | $5.0M | 122,868 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 121,252 | Trimmed |
| 15 | David Kennon Inc | $4.4M | 107,590 | Added |
| 16 | Norris Financial Group, LLC | $4.3M | 106,290 | Added |
| 17 | UBS Group AG | $3.6M | 88,314 | Added |
| 18 | BridgePort Financial Solutions, LLC | $3.1M | 76,329 | Trimmed |
| 19 | WT Wealth Management | $2.9M | 71,549 | Trimmed |
| 20 | VERUS CAPITAL PARTNERS, LLC | $2.5M | 62,432 | Trimmed |
| 21 | Royal Bank of Canada | $2.5M | 60,523 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $2.1M | 51,820 | Trimmed |
| 23 | Focus Partners Wealth | $2.1M | 1,994 | New |
| 24 | Barnes Wealth Management Group, Inc | $2.0M | 49,836 | Trimmed |
| 25 | Cannon Wealth Management Services, LLC | $2.0M | 49,772 | Added |