| 1 | LPL Financial LLC | $26.0M | 529,381 | Added |
| 2 | Advisory Services Network, LLC | $9.7M | 196,935 | Added |
| 3 | Geneva Partners, LLC | $6.2M | 126,339 | Added |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $5.8M | 118,644 | Added |
| 5 | BG Investment Services, Inc. | $5.6M | 114,531 | Added |
| 6 | Flavin Financial Services, Inc. | $5.6M | 113,813 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.5M | 92,635 | Trimmed |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 69,794 | Trimmed |
| 9 | OmniStar Financial Group, Inc. | $3.2M | 65,334 | Added |
| 10 | Kestra Advisory Services, LLC | $3.1M | 62,748 | Added |
| 11 | Mutual Advisors, LLC | $3.0M | 61,714 | Added |
| 12 | MORGAN STANLEY | $2.8M | 57,559 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 50,646 | Added |
| 14 | OSAIC HOLDINGS, INC. | $2.4M | 47,941 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 46,621 | Added |
| 16 | JPMORGAN CHASE & CO | $2.0M | 39,925 | Added |
| 17 | Great Lakes Retirement, Inc. | $1.7M | 33,895 | Added |
| 18 | Cetera Investment Advisers | $1.5M | 30,540 | Added |
| 19 | PLANWISER FINANCIAL, LLC | $1.1M | 23,155 | New |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 20,926 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.0M | 20,846 | Added |
| 22 | Sigma Planning Corp | $1.0M | 20,725 | Trimmed |
| 23 | Townsend Financial Planning, LLC | $998,983 | 20,375 | Added |
| 24 | Storgate, LLC | $960,105 | 19,582 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $878,162 | 17,911 | Added |