| 1 | Advance Capital Management, Inc. | $20.0M | 423,102 | New |
| 2 | Cetera Investment Advisers | $10.6M | 223,714 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 173,988 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $8.0M | 169,766 | Added |
| 5 | CWM, LLC | $7.7M | 163,558 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 154,179 | Added |
| 7 | Spectrum Asset Management, Inc. (NB/CA) | $6.8M | 144,016 | Added |
| 8 | Horizon Investments, LLC | $6.4M | 134,722 | Added |
| 9 | Kestra Advisory Services, LLC | $6.2M | 130,008 | Added |
| 10 | UPTICK PARTNERS, LLC | $5.2M | 110,512 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $4.4M | 92,388 | Added |
| 12 | Janney Montgomery Scott LLC | $4.1M | 86,848 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $4.1M | 86,721 | Trimmed |
| 14 | LPL Financial LLC | $4.0M | 84,739 | Added |
| 15 | HARBOUR INVESTMENTS, INC. | $3.9M | 82,086 | Added |
| 16 | BEACON FINANCIAL GROUP | $3.6M | 76,934 | Trimmed |
| 17 | FOUNDERS FINANCIAL SECURITIES LLC | $3.4M | 69,723 | Added |
| 18 | LifeWealth Investments, LLC | $3.1M | 65,363 | Trimmed |
| 19 | Sunbelt Securities, Inc. | $3.1M | 64,889 | Trimmed |
| 20 | Integrated Wealth Concepts LLC | $2.8M | 59,846 | Hold |
| 21 | REAP Financial Group, LLC | $2.6M | 55,407 | Trimmed |
| 22 | Tanglewood Legacy Advisors, LLC | $2.5M | 53,209 | Added |
| 23 | SMART Wealth LLC | $2.4M | 50,360 | Trimmed |
| 24 | Mutual Advisors, LLC | $2.1M | 44,471 | Added |
| 25 | Mariner, LLC | $2.0M | 42,514 | Trimmed |