| 1 | ENVESTNET ASSET MANAGEMENT INC | $104.8M | 2.0M | Trimmed |
| 2 | Advocacy Wealth Management, LLC | $57.1M | 1.1M | Added |
| 3 | INSPIRION WEALTH ADVISORS, LLC | $34.3M | 662,318 | Added |
| 4 | CenturyLink Investment Management Co | $26.6M | 511,600 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $14.3M | 276,254 | Added |
| 6 | Ferguson Shapiro LLC | $14.1M | 271,637 | Added |
| 7 | ASSETMARK, INC | $12.6M | 242,828 | Trimmed |
| 8 | AE Wealth Management LLC | $11.8M | 226,661 | Trimmed |
| 9 | Envestnet Portfolio Solutions, Inc. | $11.5M | 222,048 | Trimmed |
| 10 | BAR HARBOR WEALTH MANAGEMENT | $10.7M | 206,653 | Added |
| 11 | CITIGROUP INC | $10.4M | 200,008 | New |
| 12 | DRIVE WEALTH MANAGEMENT, LLC | $9.4M | 180,919 | Added |
| 13 | COURIER CAPITAL LLC | $7.9M | 151,798 | New |
| 14 | Client First Capital LLC | $7.1M | 137,395 | Added |
| 15 | KICKSTAND VENTURES, LLC. | $6.6M | 128,098 | Added |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $6.1M | 116,615 | Trimmed |
| 17 | Private Advisor Group, LLC | $5.7M | 108,902 | Added |
| 18 | Prasad Wealth Partners, LLC | $5.6M | 108,759 | New |
| 19 | Prospera Financial Services Inc | $5.1M | 99,097 | New |
| 20 | Bulwark Capital Corp | $5.1M | 98,567 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $4.3M | 82,318 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $3.8M | 72,476 | Trimmed |
| 23 | Rockport Wealth LLC | $3.8M | 72,375 | Added |
| 24 | JB Capital LLC | $3.6M | 69,133 | Trimmed |
| 25 | HUB Investment Partners, LLC | $2.8M | 54,667 | Trimmed |