| 1 | Avior Wealth Management, LLC | $29.1M | 409,737 | Trimmed |
| 2 | Whitaker-Myers Wealth Managers, LTD. | $16.4M | 230,965 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $5.1M | 71,578 | Added |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $4.6M | 64,207 | Trimmed |
| 5 | CITIGROUP INC | $3.5M | 49,580 | Added |
| 6 | Sovran Advisors, LLC | $3.0M | 39,807 | Added |
| 7 | MONEY CONCEPTS CAPITAL CORP | $2.1M | 30,247 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 28,031 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 23,723 | Added |
| 10 | USAdvisors Wealth Management, LLC | $1.6M | 22,543 | Added |
| 11 | Breakwater Capital Group | $1.3M | 17,827 | Trimmed |
| 12 | Solutions 4 Wealth, Ltd | $1.2M | 17,419 | Added |
| 13 | LexAurum Advisors, LLC | $886,266 | 12,497 | Added |
| 14 | Wealth Enhancement Trust Services, Inc. | $844,941 | 11,914 | New |
| 15 | Institute for Wealth Management, LLC. | $665,567 | 9,385 | Added |
| 16 | National Wealth Management Group, LLC | $661,833 | 9,332 | Trimmed |
| 17 | Armbruster Capital Management, Inc. | $620,479 | 8,749 | Hold |
| 18 | Key Client Fiduciary Advisors, LLC | $611,309 | 8,620 | Added |
| 19 | Cornerstone Wealth Management, LLC | $508,248 | 7,167 | Added |
| 20 | GUIDANCE CAPITAL, INC | $506,142 | 6,847 | Trimmed |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $445,028 | 6,275 | Added |
| 22 | PRINCIPAL SECURITIES, INC. | $415,445 | 5,858 | Trimmed |
| 23 | BENJAMIN EDWARDS INC | $248,716 | 3,507 | Hold |
| 24 | Golden State Wealth Management, LLC | $238,413 | 3,361 | Trimmed |
| 25 | Westover Capital Advisors, LLC | $231,837 | 3,269 | Trimmed |