| 1 | BENJAMIN EDWARDS INC | $50.0M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $19.9M | 784,822 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $13.4M | 527,795 | New |
| 4 | Cetera Investment Advisers | $5.5M | 217,690 | New |
| 5 | MML INVESTORS SERVICES, LLC | $4.4M | 171,993 | Added |
| 6 | J. Derek Lewis & Associates Inc. | $2.9M | 113,917 | Added |
| 7 | Compton Financial Group, LLC | $2.7M | 106,441 | New |
| 8 | Capital International Investors | $2.3M | 90,887 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 74,736 | Added |
| 10 | LPL Financial LLC | $1.9M | 73,328 | New |
| 11 | OSAIC HOLDINGS, INC. | $1.6M | 64,507 | Added |
| 12 | Janney Montgomery Scott LLC | $1.3M | 49,848 | New |
| 13 | &PARTNERS | $1.2M | 44,621 | New |
| 14 | Merit Financial Group, LLC | $958,573 | 37,843 | New |
| 15 | Gateway Wealth Partners, LLC | $894,800 | 35,326 | New |
| 16 | JANE STREET GROUP, LLC | $872,340 | 34,439 | Added |
| 17 | Dynamic Advisor Solutions LLC | $865,527 | 34,170 | Added |
| 18 | Greenline Wealth Management LLC | $849,008 | 33,518 | Added |
| 19 | Cullen/Frost Bankers, Inc. | $706,185 | 27,879 | New |
| 20 | Ausdal Financial Partners, Inc. | $596,015 | 23,530 | Hold |
| 21 | Concurrent Investment Advisors, LLC | $576,056 | 22,742 | New |
| 22 | Gutierrez Wealth Advisory, LLC | $480,217 | 18,958 | Added |
| 23 | COFG Advisors, LLC | $394,135 | 15,560 | New |
| 24 | Diversify Advisory Services, LLC | $393,353 | 15,631 | New |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $393,353 | 15,631 | Added |