| 1 | LPL Financial LLC | $51.2M | 681,412 | Trimmed |
| 2 | HighTower Advisors, LLC | $26.8M | 356,611 | Added |
| 3 | Destination Wealth Management | $23.3M | 309,728 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $20.0M | 266,727 | Added |
| 5 | Royal Bank of Canada | $16.9M | 224,639 | Trimmed |
| 6 | Cetera Investment Advisers | $15.6M | 207,321 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.2M | 196,477 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 180,390 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $13.5M | 180,181 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.2M | 162,917 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 113,075 | Trimmed |
| 12 | MML INVESTORS SERVICES, LLC | $8.3M | 109,966 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $7.6M | 101,725 | Added |
| 14 | Creative Planning | $7.4M | 98,507 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $7.1M | 95,018 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.4M | 85,608 | Added |
| 17 | MORGAN STANLEY | $6.4M | 85,183 | Trimmed |
| 18 | Corient Private Wealth LLC | $5.8M | 76,918 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $5.7M | 76,479 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $5.6M | 74,599 | Trimmed |
| 21 | D.A. DAVIDSON & CO. | $5.5M | 73,286 | Added |
| 22 | Thoma Capital Management LLC | $5.2M | 68,835 | Added |
| 23 | Sage Capital Management, LLC | $4.8M | 63,561 | Trimmed |
| 24 | Sowell Financial Services LLC | $4.7M | 62,379 | Trimmed |
| 25 | Artesa Financial Group, LLC | $4.2M | 56,095 | Added |