| 1 | Mirador Capital Partners LP | $53.5M | 2.4M | Added |
| 2 | LPL Financial LLC | $47.5M | 2.1M | Added |
| 3 | Cetera Investment Advisers | $38.1M | 1.7M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $31.9M | 1.4M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $27.8M | 1.2M | Added |
| 6 | MORGAN STANLEY | $25.6M | 1.1M | Added |
| 7 | OSAIC HOLDINGS, INC. | $22.0M | 985,722 | Added |
| 8 | Ashton Thomas Private Wealth, LLC | $17.2M | 768,762 | Added |
| 9 | Larson Financial Group LLC | $15.9M | 713,232 | Trimmed |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $14.8M | 660,311 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $12.4M | 555,768 | Added |
| 12 | CAPTRUST FINANCIAL ADVISORS | $11.7M | 522,332 | Added |
| 13 | Altium Investment Strategies LLC | $10.6M | 475,561 | Added |
| 14 | Accurate Wealth Management, LLC | $10.6M | 475,561 | Added |
| 15 | Advisory Alpha, LLC | $10.4M | 465,244 | Added |
| 16 | Parkway Wealth Management Group, LLC | $10.2M | 456,265 | Added |
| 17 | UBS Group AG | $8.9M | 400,145 | Trimmed |
| 18 | COLLECTIVE FAMILY OFFICE LLC | $8.2M | 366,184 | Added |
| 19 | Verity Asset Management, Inc. | $8.1M | 362,888 | Added |
| 20 | Ironwood Financial, llc | $8.0M | 358,454 | Trimmed |
| 21 | SFE Investment Counsel | $8.0M | 358,973 | Trimmed |
| 22 | BANTA ASSET MANAGEMENT LP | $7.4M | 330,285 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 322,104 | Added |
| 24 | Delta Investment Management, LLC | $7.1M | 316,214 | New |
| 25 | Intrua Financial, LLC | $6.9M | 309,958 | Trimmed |