| 1 | Brookstone Capital Management | $63.6M | 1.7M | Added |
| 2 | Talon Private Wealth, LLC | $36.0M | 966,804 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $5.7M | 154,169 | Added |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 152,967 | Added |
| 5 | OSAIC HOLDINGS, INC. | $5.3M | 142,887 | Trimmed |
| 6 | IFP Advisors, Inc | $3.5M | 94,801 | Trimmed |
| 7 | CENTRAL VALLEY ADVISORS, LLC | $3.0M | 80,984 | Trimmed |
| 8 | Kellett Wealth Advisors, LLC | $2.6M | 70,769 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $2.5M | 68,182 | Added |
| 10 | RK Capital Management, LLC/FL | $2.5M | 66,637 | Hold |
| 11 | Spire Wealth Management | $2.4M | 63,716 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 60,945 | Trimmed |
| 13 | 4J Wealth Management LLC | $2.1M | 56,848 | Trimmed |
| 14 | HighTower Advisors, LLC | $1.8M | 48,952 | Hold |
| 15 | IHT Wealth Management, LLC | $1.8M | 47,250 | Trimmed |
| 16 | KFG WEALTH MANAGEMENT, LLC | $1.7M | 44,361 | Trimmed |
| 17 | AE Wealth Management LLC | $1.6M | 44,055 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 42,629 | Added |
| 19 | Trek Financial, LLC | $1.5M | 39,665 | Trimmed |
| 20 | O'Connor Financial Group LLC | $1.3M | 35,972 | Hold |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 32,077 | Added |
| 22 | Creative Planning | $954,379 | 25,607 | New |
| 23 | Cambridge Investment Research Advisors, Inc. | $954,000 | 25,584 | Added |
| 24 | Castle Rock Wealth Management, LLC | $922,013 | 24,649 | Hold |
| 25 | Cetera Investment Advisers | $897,156 | 24,072 | Trimmed |