| 1 | CONTINUUM WEALTH ADVISORS, LLC | $17.8M | 543,798 | Added |
| 2 | Private Advisory Group LLC | $16.5M | 504,186 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $11.4M | 349,738 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 333,408 | Trimmed |
| 5 | MML INVESTORS SERVICES, LLC | $10.8M | 330,874 | Added |
| 6 | Triton Wealth Management, PLLC | $8.4M | 257,300 | Added |
| 7 | Integrated Wealth Concepts LLC | $7.9M | 241,841 | Added |
| 8 | Innova Wealth Partners | $7.7M | 236,651 | Added |
| 9 | BWM Planning, LLC | $7.5M | 229,946 | Added |
| 10 | Sigma Planning Corp | $7.0M | 215,405 | Added |
| 11 | Brookwood Investment Group LLC | $6.5M | 198,479 | Added |
| 12 | WealthTrak Capital Management LLC | $6.3M | 191,732 | Trimmed |
| 13 | Fermata Advisors, LLC | $5.7M | 173,074 | Added |
| 14 | Professional Financial Advisors, LLC | $5.1M | 155,835 | Added |
| 15 | Wright Wealth LLC | $4.6M | 142,155 | Trimmed |
| 16 | World Investment Advisors | $4.6M | 161,834 | Hold |
| 17 | Accurate Wealth Management, LLC | $4.5M | 134,971 | Added |
| 18 | McGrath & Associates, Inc. | $4.2M | 129,778 | Added |
| 19 | Planned Solutions, Inc. | $3.8M | 114,826 | Trimmed |
| 20 | BlackDiamond Wealth Management, LLC | $3.3M | 98,456 | Added |
| 21 | CLG LLC | $2.8M | 85,453 | New |
| 22 | STAPP WEALTH MANAGEMENT, PLLC | $2.5M | 76,873 | Added |
| 23 | Magnolia Private Wealth, LLC | $2.0M | 61,874 | Trimmed |
| 24 | MATHER GROUP, LLC. | $1.8M | 53,733 | Added |
| 25 | BANK OF MONTREAL /CAN/ | $1.6M | 47,961 | Added |