| 1 | Cambridge Investment Research Advisors, Inc. | $64.3M | 969,066 | Added |
| 2 | Brookstone Capital Management | $18.3M | 276,555 | Trimmed |
| 3 | DORVAL Corp | $17.7M | 266,274 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.0M | 225,617 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $10.6M | 160,364 | Trimmed |
| 6 | Merit Financial Group, LLC | $10.1M | 152,060 | Added |
| 7 | PFS Partners, LLC | $8.9M | 134,082 | Added |
| 8 | Kestra Advisory Services, LLC | $5.0M | 76,024 | Added |
| 9 | ProVise Management Group, LLC | $4.4M | 66,246 | Trimmed |
| 10 | LMCG INVESTMENTS, LLC | $3.3M | 49,060 | Added |
| 11 | Johnson & White Wealth Management, LLC | $2.2M | 33,066 | Trimmed |
| 12 | Private Advisor Group, LLC | $1.9M | 28,780 | Added |
| 13 | Three Bearings Fiduciary Advisors, Inc. | $1.7M | 26,361 | New |
| 14 | Investment Partners Asset Management, Inc. | $1.6M | 24,689 | Added |
| 15 | MassMutual Private Wealth & Trust, FSB | $1.6M | 23,826 | Trimmed |
| 16 | JFS WEALTH ADVISORS, LLC | $1.4M | 20,663 | Trimmed |
| 17 | Golden State Wealth Management, LLC | $1.3M | 20,010 | Trimmed |
| 18 | Tempo Wealth, LLC | $1.3M | 18,852 | Trimmed |
| 19 | Avestar Capital, LLC | $1.1M | 16,589 | Added |
| 20 | 1900 WEALTH MANAGEMENT LLC | $947,162 | 14,280 | Trimmed |
| 21 | Clear Creek Financial Management, LLC | $859,406 | 12,957 | Trimmed |
| 22 | Daiwa Securities Group Inc. | $762,795 | 11,500 | Added |
| 23 | CITIGROUP INC | $704,751 | 10,625 | Trimmed |
| 24 | Sculati Wealth Management, LLC | $701,038 | 10,201 | Trimmed |
| 25 | Well Done, LLC | $695,902 | 10,492 | Trimmed |