| 1 | Cambridge Investment Research Advisors, Inc. | $85.1M | 1.6M | Added |
| 2 | STEPHENS INC /AR/ | $52.4M | 1.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $50.1M | 965,702 | Added |
| 4 | Sumitomo Mitsui Trust Group, Inc. | $41.8M | 806,927 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $40.4M | 778,825 | Added |
| 6 | TRUE Private Wealth Advisors | $28.8M | 555,543 | Added |
| 7 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $26.3M | 506,822 | Hold |
| 8 | Aprio Wealth Management, LLC | $22.2M | 427,719 | Added |
| 9 | CHOREO, LLC | $20.5M | 395,348 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.1M | 382,113 | Added |
| 11 | D.A. DAVIDSON & CO. | $18.5M | 356,287 | Trimmed |
| 12 | Hilton Capital Management, LLC | $17.6M | 338,754 | Added |
| 13 | Violich Capital Management, Inc. | $17.3M | 333,845 | Trimmed |
| 14 | SEARCY FINANCIAL SERVICES INC /ADV | $16.0M | 308,099 | Trimmed |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $15.5M | 299,656 | Added |
| 16 | Checchi Capital Advisers, LLC | $15.5M | 298,363 | Added |
| 17 | North Star Investment Management Corp. | $15.3M | 295,028 | Added |
| 18 | TECTONIC ADVISORS LLC | $14.5M | 280,210 | Added |
| 19 | Prospera Financial Services Inc | $14.2M | 273,749 | Added |
| 20 | VISTA FINANCE, LLC | $13.4M | 258,127 | Added |
| 21 | Kestra Advisory Services, LLC | $13.3M | 256,358 | Added |
| 22 | Summit Financial Wealth Advisors, LLC | $13.2M | 254,098 | Trimmed |
| 23 | FORTEM FINANCIAL GROUP, LLC | $12.6M | 242,533 | Trimmed |
| 24 | CITIGROUP INC | $11.9M | 229,990 | Added |
| 25 | Oak Harvest Investment Services | $10.6M | 205,080 | Added |