| 1 | Fisher Asset Management, LLC | $607.0M | 3.0M | Added |
| 2 | Banco Santander, S.A. | $15.0M | 75,003 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 30,565 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.9M | 24,446 | Added |
| 5 | Slow Capital, Inc. | $1.9M | 9,346 | Trimmed |
| 6 | Buttonwood Financial Group, LLC | $1.7M | 8,646 | Added |
| 7 | Intesa Sanpaolo Wealth Management | $1.6M | 8,000 | Hold |
| 8 | Gladstone Institutional Advisory LLC | $1.2M | 6,020 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 5,688 | Trimmed |
| 10 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.1M | 5,652 | Added |
| 11 | Baker Avenue Asset Management, LP | $1.1M | 5,469 | Trimmed |
| 12 | DECISION INVESTMENTS, INC | $913,478 | 4,556 | Added |
| 13 | Total Clarity Wealth Management, Inc. | $850,321 | 4,241 | Trimmed |
| 14 | Avantax Planning Partners, Inc. | $843,303 | 4,206 | Hold |
| 15 | Wealth Management Partners, LLC | $537,741 | 2,682 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $516,469 | 2,608 | Added |
| 17 | Riggs Asset Managment Co. Inc. | $489,421 | 2,441 | Added |
| 18 | Kovack Advisors, Inc. | $465,262 | 2,338 | Added |
| 19 | Private Advisor Group, LLC | $460,160 | 2,295 | Trimmed |
| 20 | FULCRUM WEALTH ADVISORS, LLC | $430,474 | 2,147 | New |
| 21 | Savvy Advisors, Inc. | $409,506 | 2,042 | Trimmed |
| 22 | Castleview Partners, LLC | $230,976 | 1,152 | New |
| 23 | Plancorp, LLC | $230,368 | 1,179 | Hold |
| 24 | MontVue Capital Management, Inc. | $210,525 | 1,050 | New |
| 25 | Astoria Portfolio Advisors LLC. | $203,346 | 1,014 | New |