| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18.0M | 481,131 | Trimmed |
| 2 | O'Connor Financial Group LLC | $12.2M | 328,274 | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $9.2M | 248,134 | Added |
| 4 | Sound Financial Strategies Group, LLC | $6.7M | 179,280 | Added |
| 5 | BENJAMIN EDWARDS INC | $6.7M | 179,085 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $5.3M | 142,620 | Added |
| 7 | LPL Financial LLC | $4.9M | 131,735 | Added |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.9M | 131,982 | Added |
| 9 | LVZ, Inc. | $4.8M | 129,799 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $3.9M | 104,297 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.9M | 103,805 | Added |
| 12 | Turning Point Benefit Group, Inc. | $3.9M | 103,650 | Added |
| 13 | FAMILY WEALTH PARTNERS, LLC | $3.0M | 80,497 | Added |
| 14 | Focus Partners Advisor Solutions, LLC | $3.0M | 80,360 | Added |
| 15 | FLOW TRADERS U.S. LLC | $2.6M | 70,517 | New |
| 16 | Sound Stewardship, LLC | $2.1M | 55,410 | Trimmed |
| 17 | SUMMIT WEALTH GROUP LLC / CO | $2.1M | 55,184 | Added |
| 18 | EverSource Wealth Advisors, LLC | $2.0M | 53,556 | Trimmed |
| 19 | Cetera Investment Advisers | $1.8M | 47,297 | Added |
| 20 | Geneos Wealth Management Inc. | $1.5M | 41,380 | Added |
| 21 | Foundations Investment Advisors, LLC | $1.5M | 41,309 | Added |
| 22 | J.W. COLE ADVISORS, INC. | $1.4M | 36,586 | New |
| 23 | WorthPointe, LLC | $1.3M | 33,745 | Trimmed |
| 24 | First Heartland Consultants, Inc. | $1.1M | 29,496 | Added |
| 25 | UBS Group AG | $1.1M | 28,348 | Trimmed |