| 1 | WCG Wealth Advisors LLC | $61.8M | 1.7M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 143,640 | Trimmed |
| 3 | LPL Financial LLC | $4.8M | 135,541 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 124,594 | Added |
| 5 | Mirae Asset Global Investments Co., Ltd. | $3.2M | 90,000 | Trimmed |
| 6 | Cetera Investment Advisers | $2.9M | 80,437 | Added |
| 7 | Prosperity Financial Group, Inc. | $2.8M | 80,333 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 79,017 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $2.3M | 64,867 | Added |
| 10 | Royal Bank of Canada | $2.2M | 62,396 | Added |
| 11 | MORGAN STANLEY | $1.3M | 37,846 | Added |
| 12 | Archford Capital Strategies, LLC | $975,233 | 27,508 | Added |
| 13 | CROSSPOINT FINANCIAL, LLC | $758,458 | 21,394 | Added |
| 14 | Farther Finance Advisors, LLC | $756,341 | 21,208 | Trimmed |
| 15 | Goldstone Financial Group, LLC | $738,112 | 20,820 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $713,000 | 20,106 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $463,899 | 13,085 | Trimmed |
| 18 | World Investment Advisors | $410,736 | 11,585 | Added |
| 19 | FLOW TRADERS U.S. LLC | $327,000 | 9,236 | Trimmed |
| 20 | BANK OF AMERICA CORP /DE/ | $231,118 | 6,519 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $226,720 | 6,395 | New |
| 22 | Delta Investment Management, LLC | $221,254 | 6,241 | Trimmed |
| 23 | SHP Wealth Management | $86,526 | 2,441 | Trimmed |
| 24 | Golden State Wealth Management, LLC | $36,871 | 1,040 | Hold |
| 25 | UBS Group AG | $34,354 | 969 | New |