| 1 | HighTower Advisors, LLC | $85.1M | 2.3M | Added |
| 2 | Abundance Wealth Counselors | $57.2M | 1.6M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $5.6M | 154,867 | Added |
| 4 | EverSource Wealth Advisors, LLC | $4.6M | 125,648 | Added |
| 5 | Stokes Capital Advisors, LLC | $2.9M | 79,995 | Added |
| 6 | Boyer Financial Services, Inc. | $2.7M | 71,135 | Added |
| 7 | Insight Wealth Partners, LLC | $2.4M | 65,119 | Added |
| 8 | STIFEL FINANCIAL CORP | $2.1M | 57,255 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 43,216 | Added |
| 10 | Forefront Wealth Partners, LLC | $1.0M | 28,297 | Added |
| 11 | Geneos Wealth Management Inc. | $967,430 | 26,534 | Added |
| 12 | Charis Legacy Partners, LLC | $492,883 | 13,518 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $303,165 | 8,315 | New |
| 14 | Cetera Investment Advisers | $287,755 | 7,892 | Added |
| 15 | GTS SECURITIES LLC | $271,153 | 7,437 | New |
| 16 | Traynor Capital Management, Inc. | $259,953 | 7,130 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $241,974 | 6,637 | Trimmed |
| 18 | Keel Point, LLC | $241,562 | 6,625 | Added |
| 19 | Inspire Advisors, LLC | $214,677 | 5,888 | Added |
| 20 | Betterment LLC | $206,000 | 5,657 | New |
| 21 | Capital Advisors, Ltd. LLC | $84,000 | 2,297 | Added |
| 22 | Institute for Wealth Management, LLC. | $49,623 | 1,361 | New |
| 23 | Bare Financial Services, Inc | $45,575 | 1,250 | New |
| 24 | Integrated Wealth Concepts LLC | $29,176 | 800 | New |
| 25 | Hilltop National Bank | $14,438 | 396 | Hold |