| 1 | Brookstone Capital Management | $30.5M | 709,252 | Added |
| 2 | Penserra Capital Management LLC | $19.7M | 458,911 | Added |
| 3 | Lantz Financial LLC | $12.0M | 278,669 | Trimmed |
| 4 | Cerity Partners LLC | $9.1M | 211,014 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 161,364 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 147,604 | Added |
| 7 | OSAIC HOLDINGS, INC. | $5.9M | 137,838 | Trimmed |
| 8 | Lido Advisors, LLC | $4.9M | 114,760 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.4M | 101,549 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $3.5M | 81,454 | Trimmed |
| 11 | McAlister, Sweet & Associates, Inc. | $3.5M | 80,480 | Trimmed |
| 12 | Cetera Investment Advisers | $3.2M | 74,710 | Added |
| 13 | My Personal CFO, LLC | $2.5M | 58,940 | Trimmed |
| 14 | LPL Financial LLC | $2.5M | 58,742 | Trimmed |
| 15 | Three Seasons Wealth, LLC | $2.3M | 53,917 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $2.3M | 52,517 | Added |
| 17 | Buska Wealth Management, LLC | $1.8M | 42,849 | Trimmed |
| 18 | Fragasso Financial Advisors Inc | $1.6M | 37,647 | Added |
| 19 | Beacon Pointe Advisors, LLC | $1.5M | 35,984 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 35,948 | Trimmed |
| 21 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.5M | 35,285 | Added |
| 22 | HighTower Advisors, LLC | $1.5M | 34,980 | Trimmed |
| 23 | Snowden Capital Advisors LLC | $1.4M | 32,964 | Added |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | $1.4M | 31,399 | Hold |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 27,344 | Hold |