| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 827,723 | Added |
| 2 | PARK AVENUE SECURITIES LLC | $5.4M | 653,816 | Added |
| 3 | Waverly Advisors, LLC | $2.5M | 298,482 | Trimmed |
| 4 | WADDELL & ASSOCIATES, LLC | $1.2M | 150,701 | Added |
| 5 | AE Wealth Management LLC | $898,668 | 109,203 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $850,037 | 103,294 | New |
| 7 | Triangle Securities Wealth Management | $746,367 | 90,696 | Added |
| 8 | MML INVESTORS SERVICES, LLC | $743,308 | 90,325 | Added |
| 9 | Cetera Investment Advisers | $344,577 | 41,872 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $331,000 | 40,238 | Added |
| 11 | INTEGRATED CAPITAL MANAGEMENT, INC. | $223,946 | 27,213 | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $216,776 | 26,342 | Trimmed |
| 13 | GTS SECURITIES LLC | $204,524 | 24,854 | Added |
| 14 | WEDBUSH SECURITIES INC | $173,000 | 20,973 | Added |
| 15 | Great Lakes Retirement, Inc. | $144,626 | 17,573 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $130,940 | 15,911 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $124,500 | 15,126 | Added |
| 18 | Lloyd Advisory Services, LLC. | $115,772 | 14,068 | Added |
| 19 | Creative Planning | $97,733 | 11,876 | Hold |
| 20 | Royal Bank of Canada | $97,000 | 11,809 | Hold |
| 21 | Authentikos Wealth Advisory, LLC | $93,872 | 11,407 | Trimmed |
| 22 | Elevated Capital Advisors, LLC | $66,551 | 8,087 | Trimmed |
| 23 | UBS Group AG | $46,551 | 5,657 | New |
| 24 | Institute for Wealth Management, LLC. | $34,956 | 4,248 | New |
| 25 | Kingdom Financial Group LLC. | $26,093 | 3,171 | Trimmed |