| 1 | Berger Financial Group, Inc | $81.5M | 702,506 | Trimmed |
| 2 | JONES FINANCIAL COMPANIES LLLP | $7.7M | 68,296 | Added |
| 3 | Prosperity Financial Group, Inc. | $6.0M | 51,980 | Added |
| 4 | Advisory Resource Group | $4.5M | 38,915 | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $4.3M | 36,641 | Added |
| 6 | J.W. COLE ADVISORS, INC. | $2.7M | 23,263 | New |
| 7 | 1015 Capital Partners, LLC | $944,771 | 8,143 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $890,589 | 7,676 | Added |
| 9 | HighTower Advisors, LLC | $640,444 | 5,520 | Added |
| 10 | LPL Financial LLC | $634,295 | 5,467 | Added |
| 11 | PFG Advisors | $498,317 | 4,295 | Hold |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $387,280 | 3,338 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $369,532 | 3,185 | Added |
| 14 | Navis Wealth Advisors, LLC | $368,836 | 3,179 | Hold |
| 15 | Clear Creek Financial Management, LLC | $344,007 | 2,965 | Added |
| 16 | Envestnet Portfolio Solutions, Inc. | $259,426 | 2,236 | Trimmed |
| 17 | Janney Montgomery Scott LLC | $224,000 | 1,931 | New |
| 18 | UBS Group AG | $197,237 | 1,700 | Added |
| 19 | Truvestments Capital LLC | $190,161 | 1,639 | New |
| 20 | Prosperity Bancshares Inc | $83,536 | 720 | Added |
| 21 | OSAIC HOLDINGS, INC. | $24,712 | 213 | Trimmed |
| 22 | PNC Financial Services Group, Inc. | $16,591 | 143 | New |
| 23 | MORGAN STANLEY | $15,199 | 131 | Hold |
| 24 | ASSETMARK, INC | $13,459 | 116 | Hold |
| 25 | HARBOUR INVESTMENTS, INC. | $1,044 | 9 | Trimmed |