| 1 | TTP Investments, Inc. | $17.7M | 678,583 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 84,912 | Trimmed |
| 3 | Wealthcare Advisory Partners LLC | $1.2M | 47,504 | Hold |
| 4 | Brookstone Capital Management | $1.2M | 44,625 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $862,000 | 33,026 | New |
| 6 | MATHER GROUP, LLC. | $702,178 | 26,924 | Hold |
| 7 | STEEL GROVE CAPITAL ADVISORS, LLC | $678,862 | 26,030 | Hold |
| 8 | Strategic Blueprint, LLC | $677,871 | 25,992 | Trimmed |
| 9 | PRINCIPAL SECURITIES, INC. | $530,232 | 20,331 | Added |
| 10 | Embree Financial Group | $426,408 | 16,350 | Hold |
| 11 | Refined Wealth Management | $376,413 | 14,433 | Hold |
| 12 | Venturi Wealth Management, LLC | $294,704 | 11,300 | Hold |
| 13 | TD Waterhouse Canada Inc. | $282,747 | 10,989 | New |
| 14 | McHugh Group, LLC | $260,800 | 10,000 | Hold |
| 15 | Farther Finance Advisors, LLC | $229,885 | 8,815 | Added |
| 16 | Vawter Financial, Ltd. | $208,640 | 8,000 | New |
| 17 | Family Legacy Financial Solutions, LLC | $123,865 | 4,749 | New |
| 18 | Financial Perspectives, Inc | $63,818 | 2,447 | Hold |
| 19 | IFP Advisors, Inc | $47,100 | 1,806 | Hold |
| 20 | Cape Investment Advisory, Inc. | $35,156 | 1,348 | New |
| 21 | POM Investment Strategies, LLC | $28,271 | 1,084 | Hold |
| 22 | AE Wealth Management LLC | $2,608 | 100 | Hold |
| 23 | HHM Wealth Advisors, LLC | $0 | 0 | Exited |
| 24 | Sound Income Strategies, LLC | $0 | 0 | Exited |