| 1 | HighTower Advisors, LLC | $40.6M | 343,176 | Trimmed |
| 2 | GW HENSSLER & ASSOCIATES LTD | $32.5M | 275,176 | Added |
| 3 | MORGAN STANLEY | $26.9M | 227,581 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $17.0M | 144,156 | Added |
| 5 | LPL Financial LLC | $16.9M | 142,700 | Added |
| 6 | 626 Financial, LLC | $10.7M | 90,442 | Trimmed |
| 7 | Cetera Investment Advisers | $8.9M | 75,046 | Added |
| 8 | Ameritas Investment Partners, Inc. | $7.0M | 59,600 | Trimmed |
| 9 | Summit Financial, LLC | $6.8M | 57,731 | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 54,592 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $6.2M | 52,835 | Trimmed |
| 12 | Private Advisor Group, LLC | $5.4M | 45,290 | Trimmed |
| 13 | WealthCare Investment Partners, LLC | $5.4M | 45,135 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $5.0M | 43,220 | Trimmed |
| 15 | Creative Planning | $5.0M | 42,331 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.6M | 38,644 | Trimmed |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | $4.3M | 36,607 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $4.2M | 35,791 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 31,205 | Added |
| 20 | THOROUGHBRED FINANCIAL SERVICES, LLC | $3.5M | 29,310 | Added |
| 21 | UBS Group AG | $3.3M | 27,864 | Trimmed |
| 22 | Integrated Wealth Concepts LLC | $3.2M | 27,028 | Added |
| 23 | Cerity Partners LLC | $3.2M | 26,803 | Trimmed |
| 24 | Asset Allocation Strategies LLC | $2.1M | 18,072 | Trimmed |
| 25 | GOLDMAN SACHS GROUP INC | $2.0M | 16,783 | Trimmed |