| 1 | Savant Capital, LLC | $36.8M | 1.2M | Added |
| 2 | Transcendent Capital Group LLC | $19.1M | 632,250 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 263,974 | Trimmed |
| 4 | OPTIMA CAPITAL LLC | $7.9M | 261,390 | Added |
| 5 | OSAIC HOLDINGS, INC. | $7.6M | 252,150 | Trimmed |
| 6 | Cetera Investment Advisers | $7.4M | 245,920 | Added |
| 7 | Advisory Services Network, LLC | $6.1M | 203,241 | Trimmed |
| 8 | Core Wealth Advisors, Inc. | $6.0M | 197,846 | Added |
| 9 | HARBOUR INVESTMENTS, INC. | $5.8M | 191,804 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 154,571 | Added |
| 11 | Patriot Financial Group Insurance Agency, LLC | $3.5M | 114,564 | Trimmed |
| 12 | CGN Advisors LLC | $2.7M | 89,480 | Added |
| 13 | VIMA LLC | $2.0M | 65,164 | New |
| 14 | Stonebridge Financial Group, LLC / MO | $1.4M | 46,589 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.4M | 46,055 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $1.3M | 41,991 | Added |
| 17 | SageGuard Financial Group, LLC | $963,537 | 31,863 | Added |
| 18 | Madrona Financial Services, LLC | $958,971 | 31,712 | Hold |
| 19 | STEPHENS INC /AR/ | $861,417 | 28,486 | Added |
| 20 | Capital Investment Advisory Services, LLC | $847,174 | 28,015 | Added |
| 21 | AE Wealth Management LLC | $818,204 | 27,057 | Added |
| 22 | RFG Advisory, LLC | $813,093 | 26,888 | New |
| 23 | Steward Partners Investment Advisory, LLC | $741,364 | 24,516 | Added |
| 24 | Guardian Capital, LLC | $654,242 | 21,635 | Trimmed |
| 25 | Strategic Financial Concepts, LLC | $635,131 | 21,003 | Hold |