| 1 | Arax Advisory Partners | $57.8M | 2.2M | Added |
| 2 | MORGAN STANLEY | $49.4M | 1.9M | Added |
| 3 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $42.9M | 1.6M | Hold |
| 4 | Focus Partners Wealth | $39.2M | 1.5M | Added |
| 5 | Estate Planners Group, LLC | $20.4M | 772,217 | Added |
| 6 | Guardian Financial Partners, LLC | $20.4M | 770,855 | Added |
| 7 | Atria Investments, Inc | $17.9M | 677,733 | Added |
| 8 | Mariner, LLC | $17.0M | 642,610 | Added |
| 9 | LPL Financial LLC | $9.6M | 365,239 | Added |
| 10 | Sound Income Strategies, LLC | $8.7M | 330,517 | Added |
| 11 | Gradient Investments LLC | $8.0M | 302,753 | Added |
| 12 | STIFEL FINANCIAL CORP | $6.0M | 225,787 | Trimmed |
| 13 | Inspire Advisors, LLC | $5.3M | 200,146 | Added |
| 14 | BARCLAYS PLC | $5.1M | 194,400 | Added |
| 15 | Copia Wealth Management | $4.9M | 187,206 | Added |
| 16 | Navis Wealth Advisors, LLC | $4.7M | 179,436 | New |
| 17 | Sowell Financial Services LLC | $4.2M | 158,003 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 156,040 | Added |
| 19 | WESPAC Advisors, LLC | $4.0M | 151,934 | New |
| 20 | CWC Advisors, LLC. | $3.8M | 142,226 | Trimmed |
| 21 | Ethos Financial Group, LLC | $3.4M | 127,418 | Added |
| 22 | Valeo Financial Advisors, LLC | $3.3M | 123,764 | Hold |
| 23 | Cedar Wealth Management, LLC | $3.1M | 118,734 | Added |
| 24 | BASSO CAPITAL MANAGEMENT, L.P. | $3.1M | 116,451 | Added |
| 25 | Client First Investment Management LLC | $3.0M | 112,467 | New |