| 1 | ARS Wealth Advisors Group, LLC | $31.1M | 359,403 | Added |
| 2 | LPL Financial LLC | $29.7M | 342,515 | Added |
| 3 | MinichMacGregor Wealth Management, LLC | $13.5M | 155,950 | Added |
| 4 | UBS Group AG | $12.3M | 142,205 | Added |
| 5 | MATAURO, LLC | $9.2M | 105,723 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 103,948 | Added |
| 7 | Goldstone Financial Group, LLC | $8.7M | 100,447 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $8.7M | 100,087 | Added |
| 9 | Rooted Wealth Advisors, Inc. | $8.6M | 99,664 | Added |
| 10 | AdvisorNet Financial, Inc | $7.8M | 89,782 | Added |
| 11 | OSAIC HOLDINGS, INC. | $7.0M | 80,627 | Added |
| 12 | Sound Income Strategies, LLC | $5.8M | 66,922 | Trimmed |
| 13 | BANK OF AMERICA CORP /DE/ | $5.5M | 64,015 | Added |
| 14 | Capital Asset Advisory Services LLC | $5.0M | 57,447 | Trimmed |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $5.0M | 57,447 | New |
| 16 | Live Oak Investment Partners | $4.8M | 55,287 | Added |
| 17 | Blue Capital, Inc. | $4.8M | 55,248 | Added |
| 18 | Sowell Financial Services LLC | $4.7M | 54,724 | New |
| 19 | Foundations Investment Advisors, LLC | $4.5M | 51,715 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $4.4M | 50,770 | Added |
| 21 | Kovack Advisors, Inc. | $4.1M | 47,790 | Added |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.4M | 38,870 | Added |
| 23 | Focus Financial Network, Inc. | $3.2M | 36,996 | Added |
| 24 | Inspire Advisors, LLC | $2.9M | 32,978 | Trimmed |
| 25 | Arax Advisory Partners | $2.7M | 31,288 | New |