| 1 | Howard Capital Management Inc. | $304.6M | 7.3M | Trimmed |
| 2 | Discipline Wealth Solutions, LLC | $50.5M | 1.2M | Added |
| 3 | LPL Financial LLC | $18.7M | 445,233 | Added |
| 4 | Wealth Watch Advisors, INC | $16.4M | 390,601 | Trimmed |
| 5 | NewEdge Advisors, LLC | $11.1M | 265,483 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 197,544 | Added |
| 7 | Foundations Investment Advisors, LLC | $7.9M | 187,396 | Added |
| 8 | WealthTrak Capital Management LLC | $6.5M | 154,777 | Added |
| 9 | Arete Wealth Advisors, LLC | $5.0M | 119,649 | Trimmed |
| 10 | Delta Investment Management, LLC | $4.5M | 107,739 | Trimmed |
| 11 | CPR Investments Inc. | $3.6M | 86,856 | Trimmed |
| 12 | Aegis Wealth Management, Inc. | $2.8M | 67,377 | Added |
| 13 | Bison Wealth, LLC | $1.7M | 40,336 | Added |
| 14 | CROSSPOINT FINANCIAL, LLC | $1.5M | 35,779 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 36,057 | New |
| 16 | Vise Technologies, Inc. | $1.5M | 35,420 | New |
| 17 | Orion Porfolio Solutions, LLC | $871,052 | 20,769 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $803,000 | 19,145 | Trimmed |
| 19 | Global Assets Advisory, LLC | $679,296 | 16,428 | New |
| 20 | J.W. COLE ADVISORS, INC. | $665,244 | 15,862 | New |
| 21 | JANE STREET GROUP, LLC | $582,714 | 13,894 | Added |
| 22 | IFP Advisors, Inc | $497,870 | 11,871 | Trimmed |
| 23 | VestGen Advisors, LLC | $477,361 | 11,382 | Hold |
| 24 | VestGen Investment Management | $473,838 | 11,298 | Trimmed |
| 25 | Atria Investments, Inc | $472,794 | 11,273 | Trimmed |