| 1 | Cetera Investment Advisers | $22.1M | 435,612 | Trimmed |
| 2 | LPL Financial LLC | $9.5M | 186,755 | Added |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $8.1M | 160,435 | New |
| 4 | Capital Asset Advisory Services LLC | $8.1M | 160,435 | Trimmed |
| 5 | JONES FINANCIAL COMPANIES LLLP | $5.5M | 109,026 | Added |
| 6 | SEEDS INVESTOR LLC | $4.7M | 93,682 | Added |
| 7 | Stewardship Advisors, LLC | $4.7M | 92,022 | Added |
| 8 | Prentice Wealth Management LLC | $4.4M | 86,116 | Trimmed |
| 9 | UBS Group AG | $4.2M | 82,582 | Added |
| 10 | GGM Financials LLC | $3.1M | 60,854 | Added |
| 11 | AdvisorNet Financial, Inc | $3.0M | 59,803 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 58,611 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $2.9M | 57,883 | Added |
| 14 | BOYUM WEALTH ARCHITECTS LLC | $2.9M | 56,979 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 55,860 | Trimmed |
| 16 | Royal Bank of Canada | $2.7M | 52,998 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $2.5M | 49,382 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.3M | 44,975 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 44,749 | Added |
| 20 | Investment Planning Advisors, Inc. | $1.8M | 35,846 | Trimmed |
| 21 | NewEdge Advisors, LLC | $1.7M | 32,834 | Added |
| 22 | Integrated Wealth Concepts LLC | $1.6M | 31,924 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 30,500 | Added |
| 24 | Elequin Capital, LP | $1.4M | 27,187 | New |
| 25 | Walkner Condon Financial Advisors LLC | $1.4M | 26,718 | Added |