| 1 | Gradient Investments LLC | $8.2M | 166,746 | Added |
| 2 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 140,905 | Added |
| 3 | Cascade Wealth Advisors, Inc | $5.3M | 106,514 | Trimmed |
| 4 | MADDEN SECURITIES Corp | $4.9M | 100,200 | Trimmed |
| 5 | New England Private Wealth Advisors LLC | $3.3M | 65,420 | New |
| 6 | RFG Advisory, LLC | $3.2M | 65,399 | Added |
| 7 | Moran Wealth Management, LLC | $2.4M | 48,136 | Added |
| 8 | Cherry Creek Investment Advisors, Inc. | $2.1M | 43,432 | Added |
| 9 | Summit Financial, LLC | $1.3M | 25,944 | Added |
| 10 | CITADEL ADVISORS LLC | $933,090 | 19,000 | Trimmed |
| 11 | CAP Partners, LLC | $913,918 | 18,610 | Added |
| 12 | STIFEL FINANCIAL CORP | $899,783 | 18,322 | Added |
| 13 | LPL Financial LLC | $819,430 | 16,686 | New |
| 14 | High Net Worth Advisory Group LLC | $791,506 | 16,117 | Trimmed |
| 15 | World Investment Advisors | $745,390 | 15,762 | Hold |
| 16 | Core Wealth Advisors, Inc. | $701,438 | 14,283 | Added |
| 17 | PVG ASSET MANAGEMENT CORP | $615,447 | 12,532 | Added |
| 18 | Royal Bank of Canada | $580,000 | 11,817 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $507,355 | 10,331 | New |
| 20 | D.A. DAVIDSON & CO. | $501,806 | 10,218 | New |
| 21 | ENTREWEALTH, LLC | $495,000 | 10,000 | New |
| 22 | Parallel Advisors, LLC | $464,110 | 9,450 | New |
| 23 | Foundations Investment Advisors, LLC | $371,314 | 7,561 | New |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $333,645 | 6,794 | Trimmed |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $294,660 | 6,000 | New |