| 1 | JPMORGAN CHASE & CO | $221.4M | 4.8M | Added |
| 2 | LPL Financial LLC | $101.7M | 2.2M | Added |
| 3 | Clearwater Capital Advisors, LLC | $55.5M | 1.2M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $41.4M | 897,948 | Added |
| 5 | Janney Montgomery Scott LLC | $26.4M | 571,546 | Trimmed |
| 6 | Tradition Wealth Management, LLC | $18.8M | 406,376 | Added |
| 7 | Apella Capital, LLC | $16.0M | 344,819 | Trimmed |
| 8 | Wealth Alliance Advisory Group, LLC | $14.9M | 322,299 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $13.4M | 291,089 | Trimmed |
| 10 | MORGAN STANLEY | $11.5M | 249,232 | Added |
| 11 | Cetera Investment Advisers | $10.2M | 221,323 | Trimmed |
| 12 | Heck Capital Advisors, LLC | $10.1M | 218,380 | Added |
| 13 | HighTower Advisors, LLC | $7.8M | 168,947 | Trimmed |
| 14 | CWM, LLC | $6.2M | 134,198 | Added |
| 15 | PARK AVENUE SECURITIES LLC | $5.2M | 113,101 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $4.0M | 85,651 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $3.4M | 73,953 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $3.3M | 71,865 | Trimmed |
| 19 | KELLY FINANCIAL GROUP LLC | $3.1M | 67,535 | Trimmed |
| 20 | Ascent Group, LLC | $2.9M | 63,020 | Added |
| 21 | CGN Advisors LLC | $2.8M | 60,415 | Trimmed |
| 22 | Triad Wealth Partners, LLC | $2.7M | 57,554 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $2.6M | 55,538 | Trimmed |
| 24 | BAILARD, INC. | $2.2M | 47,667 | Trimmed |
| 25 | ACT Advisors, LLC. | $2.1M | 46,358 | Added |