| 1 | Pitcairn Wealth Advisors LLC | $17.8M | 603,060 | Hold |
| 2 | HighTower Advisors, LLC | $13.9M | 414,894 | Added |
| 3 | LPL Financial LLC | $12.0M | 358,447 | Added |
| 4 | Pasadena Private Wealth, LLC | $12.0M | 357,317 | Added |
| 5 | Stratos Investment Management, LLC | $5.5M | 165,135 | Trimmed |
| 6 | Global View Capital Management LLC | $4.4M | 130,999 | Added |
| 7 | Royal Bank of Canada | $4.3M | 127,787 | Trimmed |
| 8 | Ifrah Financial Services, Inc. | $4.0M | 118,860 | Trimmed |
| 9 | TriaGen Wealth Management LLC | $3.9M | 115,648 | New |
| 10 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.1M | 92,972 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.8M | 84,316 | Added |
| 12 | JANE STREET GROUP, LLC | $2.5M | 74,725 | Added |
| 13 | STIFEL FINANCIAL CORP | $2.3M | 68,883 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 62,016 | Trimmed |
| 15 | UMB BANK N A/MO | $2.0M | 60,862 | Hold |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 51,074 | Trimmed |
| 17 | IFP Advisors, Inc | $1.6M | 48,357 | Added |
| 18 | Rooted Wealth Advisors, Inc. | $1.4M | 40,888 | Added |
| 19 | Essential Partners LLC | $1.4M | 40,534 | Added |
| 20 | B. Riley Wealth Advisors, Inc. | $1.2M | 37,219 | New |
| 21 | Avestar Capital, LLC | $1.2M | 37,000 | Added |
| 22 | TD Waterhouse Canada Inc. | $972,062 | 29,149 | Trimmed |
| 23 | MORGAN STANLEY | $900,367 | 26,820 | Trimmed |
| 24 | Wealthcare Advisory Partners LLC | $835,792 | 24,897 | Trimmed |
| 25 | Riverbend Wealth Management, LLC | $818,201 | 24,373 | Added |