| 1 | Bank of New York Mellon Corp | $42.0M | 1.6M | Added |
| 2 | LPL Financial LLC | $22.9M | 855,237 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $20.9M | 779,885 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $17.0M | 635,133 | Trimmed |
| 5 | Cetera Investment Advisers | $16.3M | 608,353 | Added |
| 6 | Orion Porfolio Solutions, LLC | $3.1M | 116,711 | Added |
| 7 | Golden State Equity Partners | $2.2M | 80,807 | New |
| 8 | PRINCIPAL SECURITIES, INC. | $1.7M | 61,811 | Added |
| 9 | Golden State Wealth Management, LLC | $1.6M | 59,883 | New |
| 10 | Horizon Investments, LLC | $777,531 | 29,034 | Added |
| 11 | CERTIOR FINANCIAL GROUP, LLC | $623,594 | 23,285 | Trimmed |
| 12 | Envestnet Portfolio Solutions, Inc. | $527,547 | 19,699 | Trimmed |
| 13 | MORGAN STANLEY | $511,827 | 19,112 | New |
| 14 | INTERACTIVE FINANCIAL ADVISORS, INC. | $507,355 | 18,945 | Trimmed |
| 15 | Brookwood Investment Group LLC | $356,019 | 13,294 | Added |
| 16 | OSAIC HOLDINGS, INC. | $347,432 | 12,973 | Added |
| 17 | Ausdal Financial Partners, Inc. | $265,340 | 9,908 | Trimmed |
| 18 | Royal Bank of Canada | $42,000 | 1,568 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $2,598 | 97 | New |
| 20 | Smartleaf Asset Management LLC | $668 | 26 | New |
| 21 | UBS Group AG | $428 | 16 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 23 | Allworth Financial LP | $0 | 0 | Exited |
| 24 | HBW ADVISORY SERVICES LLC | $0 | 0 | Exited |
| 25 | JPMORGAN CHASE & CO | $0 | 0 | Exited |