| 1 | Penserra Capital Management LLC | $20.0M | 415,742 | Added |
| 2 | Outlook Wealth Advisors, LLC | $15.3M | 318,020 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 227,093 | Trimmed |
| 4 | Cerity Partners LLC | $8.5M | 176,182 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $5.7M | 119,005 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $4.6M | 95,608 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.5M | 92,723 | Trimmed |
| 8 | Cetera Investment Advisers | $4.3M | 89,892 | Added |
| 9 | HighTower Advisors, LLC | $3.5M | 72,667 | Hold |
| 10 | Lantz Financial LLC | $3.1M | 63,472 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 62,613 | Added |
| 12 | Diligent Investors, LLC | $2.5M | 52,449 | Hold |
| 13 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.3M | 47,537 | Hold |
| 14 | GWN SECURITIES INC. | $2.0M | 41,832 | Trimmed |
| 15 | WealthPLAN Partners, LLC | $1.8M | 38,210 | Trimmed |
| 16 | DHJJ Financial Advisors, Ltd. | $1.7M | 35,372 | Trimmed |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.7M | 35,292 | Trimmed |
| 18 | Snowden Capital Advisors LLC | $1.6M | 32,976 | Hold |
| 19 | LPL Financial LLC | $1.5M | 31,812 | Trimmed |
| 20 | FSA Advisors, Inc. | $1.5M | 31,355 | Trimmed |
| 21 | Brookstone Capital Management | $1.3M | 26,460 | Trimmed |
| 22 | Cresset Asset Management, LLC | $1.2M | 24,394 | Hold |
| 23 | MML INVESTORS SERVICES, LLC | $1.2M | 24,356 | Trimmed |
| 24 | Beacon Pointe Advisors, LLC | $1.2M | 24,180 | Trimmed |
| 25 | Maltin Wealth Management, Inc. | $1.1M | 23,834 | Hold |