| 1 | Chicago Partners Investment Group LLC | $7.3M | 56,931 | Trimmed |
| 2 | Private Advisor Group, LLC | $4.2M | 37,035 | Trimmed |
| 3 | LPL Financial LLC | $3.2M | 28,232 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $2.2M | 19,148 | Added |
| 5 | Institute for Wealth Management, LLC. | $1.8M | 15,758 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $1.4M | 12,031 | Added |
| 7 | MORGAN STANLEY | $1.2M | 10,553 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $1.2M | 10,209 | Added |
| 9 | Thrivent Financial for Lutherans | $1.1M | 10,048 | New |
| 10 | Occidental Asset Management, LLC | $1.1M | 10,000 | Hold |
| 11 | Peak Asset Management, LLC | $1.1M | 9,931 | Hold |
| 12 | Phocas Financial Corp. | $833,722 | 7,400 | Hold |
| 13 | Del-Sette Capital Management, LLC | $778,967 | 6,914 | New |
| 14 | Hikari Tsushin, Inc. | $552,397 | 4,903 | Hold |
| 15 | FIRST MANHATTAN CO. LLC. | $508,683 | 4,515 | Hold |
| 16 | JONES FINANCIAL COMPANIES LLLP | $502,434 | 4,584 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $454,330 | 4,033 | Added |
| 18 | Integrated Wealth Concepts LLC | $430,586 | 3,822 | New |
| 19 | JANE STREET GROUP, LLC | $401,426 | 3,563 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $392,300 | 3,482 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $370,150 | 3,285 | Added |
| 22 | HighTower Advisors, LLC | $316,960 | 2,814 | Added |
| 23 | CITIZENS FINANCIAL GROUP INC/RI | $259,130 | 2,300 | Hold |
| 24 | Betterment LLC | $253,000 | 2,249 | New |
| 25 | Fulcrum Equity Management | $231,316 | 2,053 | Trimmed |