| 1 | SHUFRO ROSE & CO LLC | $79.6M | 1.5M | Added |
| 2 | Foundations Investment Advisors, LLC | $40.8M | 785,389 | Added |
| 3 | Sanctuary Advisors, LLC | $36.4M | 700,290 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.5M | 433,137 | New |
| 5 | Gradient Investments LLC | $17.8M | 342,918 | Added |
| 6 | Cresset Asset Management, LLC | $14.7M | 282,687 | Added |
| 7 | Tortoise Investment Management, LLC | $14.1M | 271,791 | Added |
| 8 | LPL Financial LLC | $9.6M | 184,287 | Added |
| 9 | Thrivent Financial for Lutherans | $9.5M | 182,739 | Trimmed |
| 10 | W.G. Shaheen & Associates DBA Whitney & Co | $9.5M | 182,196 | Added |
| 11 | Motley Fool Wealth Management, LLC | $9.4M | 180,108 | Trimmed |
| 12 | Clark Capital Management Group, Inc. | $9.0M | 173,486 | New |
| 13 | Seascape Capital Management | $8.3M | 159,260 | Added |
| 14 | LEAVELL INVESTMENT MANAGEMENT, INC. | $7.7M | 147,629 | Added |
| 15 | HUTCHINSON CAPITAL MANAGEMENT/CA | $6.6M | 127,826 | Added |
| 16 | Holcombe Financial, Inc. | $6.3M | 120,937 | Added |
| 17 | Global Wealth Management Investment Advisory, Inc. | $5.9M | 113,563 | Added |
| 18 | FRANKLIN RESOURCES INC | $5.5M | 106,321 | Added |
| 19 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $4.9M | 94,331 | Added |
| 20 | PRINCIPAL SECURITIES, INC. | $4.8M | 92,886 | New |
| 21 | SAXON INTERESTS, INC. | $4.8M | 92,033 | Trimmed |
| 22 | Clear Point Advisors Inc. | $4.4M | 143,543 | New |
| 23 | CENTAURUS FINANCIAL, INC. | $4.2M | 80,310 | Added |
| 24 | OSAIC HOLDINGS, INC. | $3.8M | 73,592 | Trimmed |
| 25 | Independent Family Office, LLC | $3.8M | 73,058 | Added |