| 1 | FLAGSHIP HARBOR ADVISORS, LLC | $21.5M | 762,790 | Added |
| 2 | LPL Financial LLC | $19.9M | 706,548 | Added |
| 3 | Rockefeller Capital Management L.P. | $15.2M | 538,711 | Added |
| 4 | Riverwater Partners LLC | $14.8M | 524,596 | Added |
| 5 | Janney Montgomery Scott LLC | $12.3M | 438,249 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 422,524 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 383,513 | Added |
| 8 | LIBERTY SQUARE WEALTH PARTNERS LLC | $10.9M | 387,131 | Added |
| 9 | COTTONWOOD CAPITAL ADVISORS, LLC | $9.8M | 346,769 | Added |
| 10 | HighTower Advisors, LLC | $8.8M | 311,090 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.9M | 279,950 | New |
| 12 | Tactive Advisors, LLC | $7.2M | 257,109 | Added |
| 13 | Sowell Financial Services LLC | $6.5M | 230,722 | Added |
| 14 | FOUNDERS FINANCIAL SECURITIES LLC | $5.8M | 191,637 | New |
| 15 | Sanctuary Advisors, LLC | $4.8M | 170,232 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $4.7M | 166,019 | Added |
| 17 | Brookwood Investment Group LLC | $4.5M | 158,489 | New |
| 18 | Accurate Wealth Management, LLC | $4.0M | 133,134 | Trimmed |
| 19 | Creative Planning | $3.6M | 127,619 | Hold |
| 20 | Mariner, LLC | $2.6M | 92,800 | Trimmed |
| 21 | Elyxium Wealth, LLC | $2.5M | 89,682 | Trimmed |
| 22 | Fifth Third Securities, Inc. | $2.3M | 82,045 | Trimmed |
| 23 | Integrated Wealth Concepts LLC | $1.6M | 55,413 | New |
| 24 | Equitable Holdings, Inc. | $1.5M | 56,279 | Added |
| 25 | STIFEL FINANCIAL CORP | $1.5M | 53,285 | New |