| 1 | Grant Street Asset Management, Inc. | $24.5M | 1.2M | Added |
| 2 | Wealthcare Advisory Partners LLC | $4.1M | 193,264 | Added |
| 3 | CENTAURUS FINANCIAL, INC. | $3.8M | 182,057 | Added |
| 4 | Cetera Investment Advisers | $3.3M | 157,274 | Added |
| 5 | Encompass More Asset Management | $3.1M | 144,912 | Added |
| 6 | MTM FINANCIAL GROUP, LLC | $1.8M | 86,533 | Added |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $1.1M | 52,099 | Hold |
| 8 | Ballast Rock Private Wealth LLC | $1.0M | 48,222 | Added |
| 9 | SIGNATUREFD, LLC | $999,982 | 47,460 | New |
| 10 | Tradition Wealth Management, LLC | $743,771 | 35,300 | New |
| 11 | Clear Creek Financial Management, LLC | $710,754 | 33,733 | Added |
| 12 | PRINCIPAL SECURITIES, INC. | $617,414 | 29,303 | New |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $583,112 | 27,675 | New |
| 14 | Atria Investments, Inc | $557,744 | 26,471 | New |
| 15 | Advisory Services Network, LLC | $557,744 | 26,471 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $508,590 | 24,138 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $400,794 | 19,022 | New |
| 18 | SILVER OAK SECURITIES, INCORPORATED | $354,756 | 16,837 | New |
| 19 | Occidental Asset Management, LLC | $259,625 | 12,322 | New |
| 20 | Brookstone Capital Management | $251,260 | 11,925 | New |
| 21 | Capital Analysts, LLC | $16,000 | 781 | Hold |
| 22 | UBS Group AG | $10,788 | 512 | Added |
| 23 | IFP Advisors, Inc | $5,584 | 265 | Added |
| 24 | AE Wealth Management LLC | $1,580 | 75 | New |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |