| 1 | Wealthcare Advisory Partners LLC | $40.9M | 741,908 | Added |
| 2 | ASSETMARK, INC | $16.4M | 298,150 | Added |
| 3 | OSAIC HOLDINGS, INC. | $16.4M | 297,940 | Added |
| 4 | Cetera Investment Advisers | $12.0M | 217,847 | Trimmed |
| 5 | LPL Financial LLC | $11.7M | 212,430 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 196,805 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $10.5M | 191,163 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.0M | 182,416 | Trimmed |
| 9 | REAP Financial Group, LLC | $6.9M | 125,551 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $6.1M | 110,990 | Trimmed |
| 11 | Keystone Wealth Services, LLC | $5.1M | 93,482 | Trimmed |
| 12 | Strategic Blueprint, LLC | $4.7M | 84,737 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $4.6M | 84,069 | Added |
| 14 | 1776 Wealth LLC | $4.0M | 73,408 | Hold |
| 15 | Cambridge Investment Research Advisors, Inc. | $3.8M | 69,276 | Added |
| 16 | Prospera Financial Services Inc | $3.8M | 69,160 | Trimmed |
| 17 | HARBOUR INVESTMENTS, INC. | $3.7M | 67,191 | Trimmed |
| 18 | HRT FINANCIAL LP | $3.4M | 62,632 | New |
| 19 | Fragasso Financial Advisors Inc | $3.3M | 60,522 | Trimmed |
| 20 | OLD MISSION CAPITAL LLC | $3.2M | 58,463 | Added |
| 21 | ERn Financial, LLC | $2.4M | 42,838 | Trimmed |
| 22 | Integrity Financial Corp /WA | $2.3M | 42,121 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $1.9M | 34,882 | Trimmed |
| 24 | Rockefeller Capital Management L.P. | $1.8M | 32,507 | Trimmed |
| 25 | Gerber Kawasaki Wealth & Investment Management | $1.8M | 31,873 | Trimmed |