| 1 | LPL Financial LLC | $5.7M | 122,012 | Added |
| 2 | Colorado Capital Management, Inc. | $4.5M | 97,836 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 89,303 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.8M | 82,350 | Added |
| 5 | UBS Group AG | $3.8M | 81,225 | Added |
| 6 | BANK OF MONTREAL /CAN/ | $3.4M | 74,480 | New |
| 7 | Balanced Rock Investment Advisors LLC | $3.4M | 73,099 | Added |
| 8 | ASSETMARK, INC | $2.8M | 60,767 | Added |
| 9 | Impact Investors, Inc | $2.5M | 54,651 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $2.4M | 50,808 | Trimmed |
| 11 | SEEDS INVESTOR LLC | $2.1M | 44,542 | Added |
| 12 | JANE STREET GROUP, LLC | $1.9M | 40,986 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $1.7M | 37,713 | Added |
| 14 | Apella Capital, LLC | $1.4M | 30,462 | New |
| 15 | Cetera Investment Advisers | $1.4M | 30,225 | Trimmed |
| 16 | HighTower Advisors, LLC | $1.4M | 29,980 | Added |
| 17 | Financial Connections Group, Inc. | $1.4M | 29,454 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.2M | 26,926 | Added |
| 19 | Royal Bank of Canada | $1.2M | 26,241 | Added |
| 20 | Modern Wealth Management, LLC | $1.2M | 25,498 | Added |
| 21 | HSBC HOLDINGS PLC | $1.1M | 24,000 | Trimmed |
| 22 | Olde Wealth Management, LLC | $1.1M | 24,007 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $981,130 | 21,185 | Added |
| 24 | One Capital Management, LLC | $975,928 | 21,073 | Added |
| 25 | Aurora Private Wealth, Inc. | $905,000 | 19,250 | Trimmed |