| 1 | Modera Wealth Management, LLC | $32.2M | 246,972 | Trimmed |
| 2 | ST GERMAIN D J CO INC | $31.0M | 237,790 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $30.0M | 230,203 | Trimmed |
| 4 | CAPTRUST FINANCIAL ADVISORS | $29.7M | 228,110 | Added |
| 5 | UBS Group AG | $17.2M | 131,804 | Trimmed |
| 6 | HighPoint Advisor Group LLC | $15.4M | 118,596 | Trimmed |
| 7 | Sterneck Capital Management, LLC | $12.0M | 92,122 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.1M | 77,077 | Trimmed |
| 9 | LPL Financial LLC | $9.6M | 73,878 | Added |
| 10 | MORGAN STANLEY | $6.8M | 52,455 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $6.7M | 51,853 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $5.9M | 45,304 | Added |
| 13 | JPMORGAN CHASE & CO | $5.2M | 40,765 | Trimmed |
| 14 | Financially in Tune, LLC | $5.1M | 39,157 | Added |
| 15 | Apollon Wealth Management, LLC | $5.1M | 38,820 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $4.2M | 32,339 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 23,274 | Added |
| 18 | Vise Technologies, Inc. | $2.9M | 23,509 | Hold |
| 19 | WELLS FARGO & COMPANY/MN | $2.9M | 22,368 | Added |
| 20 | HHM Wealth Advisors, LLC | $2.8M | 21,801 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.7M | 20,752 | Added |
| 22 | MN Wealth Advisors, LLC | $2.0M | 15,534 | Trimmed |
| 23 | Schiavi & Co LLC | $1.8M | 26,410 | Hold |
| 24 | Private Advisor Group, LLC | $1.6M | 12,252 | Added |
| 25 | Farther Finance Advisors, LLC | $1.5M | 11,451 | Trimmed |