| 1 | Gradient Investments LLC | $25.6M | 841,471 | New |
| 2 | SageView Advisory Group, LLC | $7.9M | 259,720 | Trimmed |
| 3 | Creative Planning | $7.9M | 259,720 | Trimmed |
| 4 | HARBOUR INVESTMENTS, INC. | $4.4M | 143,417 | Added |
| 5 | SYON CAPITAL LLC | $3.2M | 106,165 | Added |
| 6 | Cetera Investment Advisers | $3.1M | 102,100 | Added |
| 7 | CORRADO ADVISORS, LLC | $2.6M | 85,874 | Trimmed |
| 8 | Beacon Pointe Advisors, LLC | $2.4M | 78,031 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 74,994 | Added |
| 10 | Private Advisor Group, LLC | $2.2M | 71,965 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 70,339 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $2.1M | 69,807 | Added |
| 13 | Bright Futures Wealth Management, LLC. | $2.0M | 65,675 | New |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 60,583 | Added |
| 15 | HighTower Advisors, LLC | $1.8M | 59,325 | Added |
| 16 | Focus Partners Wealth | $1.6M | 54,000 | Trimmed |
| 17 | MAI Capital Management | $1.6M | 52,137 | Added |
| 18 | OSAIC HOLDINGS, INC. | $1.5M | 50,506 | Added |
| 19 | PRIVATE CLIENT SERVICES, LLC | $1.5M | 48,588 | New |
| 20 | Cerity Partners LLC | $1.3M | 42,283 | Added |
| 21 | Kestra Advisory Services, LLC | $1.1M | 37,582 | Trimmed |
| 22 | LPL Financial LLC | $1.0M | 33,099 | Added |
| 23 | Diligent Investors, LLC | $806,275 | 26,483 | Added |
| 24 | FIDUCIARY FINANCIAL GROUP, LLC | $745,050 | 24,472 | Added |
| 25 | Americana Partners, LLC | $735,277 | 24,151 | Trimmed |