| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.1M | 405,687 | Trimmed |
| 2 | MORGAN STANLEY | $33.5M | 340,393 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $21.7M | 219,931 | Added |
| 4 | LPL Financial LLC | $15.2M | 154,067 | Added |
| 5 | Royal Bank of Canada | $13.0M | 132,197 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $12.3M | 124,560 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $10.8M | 109,693 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $10.2M | 103,794 | Trimmed |
| 9 | UBS Group AG | $7.8M | 78,718 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.4M | 64,808 | Trimmed |
| 11 | BNP PARIBAS FINANCIAL MARKETS | $5.9M | 60,000 | Trimmed |
| 12 | Sanctuary Advisors, LLC | $5.9M | 59,522 | Trimmed |
| 13 | Family Capital Trust Co | $4.7M | 47,749 | Trimmed |
| 14 | HighMark Wealth Management LLC | $4.6M | 46,857 | Added |
| 15 | Vise Technologies, Inc. | $3.7M | 38,436 | Hold |
| 16 | Biondo Investment Advisors, LLC | $2.9M | 29,375 | Added |
| 17 | Prospera Financial Services Inc | $2.8M | 28,259 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $2.7M | 27,530 | Trimmed |
| 19 | Janney Montgomery Scott LLC | $2.4M | 23,922 | Trimmed |
| 20 | Cetera Investment Advisers | $1.8M | 18,534 | Added |
| 21 | 1900 WEALTH MANAGEMENT LLC | $1.5M | 15,731 | Hold |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 15,086 | Trimmed |
| 23 | Snowden Capital Advisors LLC | $1.4M | 14,608 | Added |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 14,140 | Trimmed |
| 25 | NOTTINGHAM ADVISORS, INC. | $1.3M | 13,149 | Hold |