| 1 | LPL Financial LLC | $27.8M | 1.9M | Added |
| 2 | MORGAN STANLEY | $27.8M | 1.9M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $21.7M | 1.5M | Added |
| 4 | Invesco Ltd. | $21.5M | 1.4M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $17.4M | 1.2M | Added |
| 6 | PARAGON FINANCIAL PARTNERS, INC. | $14.3M | 973,129 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $10.0M | 671,347 | Trimmed |
| 8 | BALANCED WEALTH GROUP LLC | $9.2M | 617,433 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $8.8M | 591,357 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $7.3M | 491,893 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $7.2M | 482,971 | Added |
| 12 | UBS Group AG | $7.0M | 467,155 | Trimmed |
| 13 | Steward Partners Investment Advisory, LLC | $6.5M | 437,539 | Added |
| 14 | Royal Bank of Canada | $6.5M | 436,144 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $6.5M | 434,339 | Added |
| 16 | Cetera Investment Advisers | $6.1M | 407,816 | Added |
| 17 | OSAIC HOLDINGS, INC. | $5.9M | 396,176 | Added |
| 18 | SIMS INVESTMENT MANAGEMENT, LLC | $5.7M | 386,085 | Trimmed |
| 19 | Kingstone Capital Partners Texas, LLC | $4.7M | 314,746 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 309,082 | Trimmed |
| 21 | FRANKLIN RESOURCES INC | $4.5M | 301,867 | Added |
| 22 | Advisors Asset Management, Inc. | $4.3M | 288,807 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $4.0M | 268,687 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 263,007 | Trimmed |
| 25 | Focus Partners Wealth | $3.9M | 259,687 | Added |