| 1 | LPL Financial LLC | $14.8M | 173,594 | Added |
| 2 | Frederick Financial Consultants, LLC | $12.8M | 150,057 | Trimmed |
| 3 | Hutchens & Kramer Investment Management Group, LLC | $3.4M | 39,950 | Added |
| 4 | Hughes Financial Services, LLC | $3.1M | 35,894 | Trimmed |
| 5 | UBS Group AG | $1.8M | 21,291 | Added |
| 6 | CoreCap Advisors, LLC | $1.5M | 17,713 | Trimmed |
| 7 | Baird Financial Group, Inc. | $1.1M | 13,233 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $902,780 | 10,554 | Trimmed |
| 9 | WealthBridge Capital Management, LLC | $880,784 | 10,297 | Trimmed |
| 10 | Cetera Investment Advisers | $868,793 | 10,157 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $720,202 | 8,420 | Added |
| 12 | Focus Partners Wealth | $702,362 | 8,211 | Added |
| 13 | MORGAN STANLEY | $616,915 | 7,212 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $608,953 | 7,119 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $502,000 | 5,864 | Added |
| 16 | HighTower Advisors, LLC | $398,112 | 4,655 | Added |
| 17 | CITADEL ADVISORS LLC | $397,158 | 4,643 | New |
| 18 | Wealthfront Advisers LLC | $353,875 | 4,137 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $351,737 | 4,112 | New |
| 20 | HighPoint Advisor Group LLC | $321,028 | 3,753 | Added |
| 21 | USAdvisors Wealth Management, LLC | $306,000 | 3,733 | Added |
| 22 | WealthCare Investment Partners, LLC | $275,579 | 3,079 | Trimmed |
| 23 | Advyzon Investment Management, LLC | $257,302 | 3,008 | New |
| 24 | BANK OF AMERICA CORP /DE/ | $244,128 | 2,854 | Added |
| 25 | CIBC WORLD MARKET INC. | $201,019 | 2,350 | New |