| 1 | Private Advisor Group, LLC | $9.5M | 126,556 | Trimmed |
| 2 | Emerald Advisors, LLC | $2.2M | 28,919 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.1M | 28,304 | Added |
| 4 | Atria Investments, Inc | $2.0M | 26,144 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 16,865 | Added |
| 6 | NORTHBRIDGE FINANCIAL GROUP, LLC | $727,319 | 9,717 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $698,290 | 9,329 | Added |
| 8 | Venturi Wealth Management, LLC | $659,204 | 8,807 | Hold |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $541,537 | 7,774 | Hold |
| 10 | SBI Securities Co., Ltd. | $416,391 | 5,563 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $308,862 | 4,126 | Added |
| 12 | Acorn Wealth Advisors, LLC | $301,571 | 4,029 | Trimmed |
| 13 | WT Wealth Management | $271,930 | 3,633 | New |
| 14 | Ignite Planners, LLC | $256,887 | 3,424 | New |
| 15 | HERITAGE OAK WEALTH ADVISORS LLC | $251,122 | 3,355 | New |
| 16 | Atlantic Edge Private Wealth Management, LLC | $245,134 | 3,275 | Hold |
| 17 | VICTORY FINANCIAL GROUP, LLC | $231,586 | 3,094 | New |
| 18 | Cambridge Advisors Inc. | $225,356 | 3,011 | New |
| 19 | GK Wealth Management LLC | $213,869 | 2,857 | New |
| 20 | WHITTIER TRUST CO | $53,536 | 737 | Hold |
| 21 | AE Wealth Management LLC | $34,805 | 465 | Added |
| 22 | WHITTIER TRUST CO OF NEVADA INC | $10,980 | 161 | Hold |
| 23 | SIGNATUREFD, LLC | $3,144 | 42 | Hold |
| 24 | PROATHLETE WEALTH MANAGEMENT LLC | $3,114 | 41 | Added |
| 25 | EverSource Wealth Advisors, LLC | $1,048 | 14 | Hold |