| 1 | Modera Wealth Management, LLC | $33.5M | 238,963 | Trimmed |
| 2 | ST GERMAIN D J CO INC | $31.8M | 226,862 | Trimmed |
| 3 | Sterneck Capital Management, LLC | $12.9M | 91,995 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.8M | 76,910 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $6.1M | 43,490 | Added |
| 6 | Apollon Wealth Management, LLC | $5.2M | 36,807 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 23,557 | Added |
| 8 | HHM Wealth Advisors, LLC | $2.9M | 20,536 | Trimmed |
| 9 | MN Wealth Advisors, LLC | $2.2M | 15,529 | Trimmed |
| 10 | Private Advisor Group, LLC | $1.9M | 13,222 | Added |
| 11 | Farther Finance Advisors, LLC | $1.6M | 11,280 | Trimmed |
| 12 | LexAurum Advisors, LLC | $1.2M | 8,711 | Trimmed |
| 13 | Elevation Wealth Management LLC | $935,291 | 6,670 | Added |
| 14 | Wealth Enhancement Trust Services, Inc. | $762,709 | 5,439 | Trimmed |
| 15 | KELLY FINANCIAL GROUP LLC | $657,396 | 4,688 | Trimmed |
| 16 | CITIGROUP INC | $639,307 | 4,559 | Added |
| 17 | Allegheny Financial Group | $637,667 | 4,547 | Added |
| 18 | BASSO CAPITAL MANAGEMENT, L.P. | $634,960 | 4,528 | New |
| 19 | Clear Point Advisors Inc. | $632,076 | 4,507 | New |
| 20 | BELLEVUE ASSET MANAGEMENT, LLC | $592,355 | 4,224 | Added |
| 21 | Targeted Financial Services LLC | $590,504 | 4,211 | Trimmed |
| 22 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $546,475 | 3,897 | Hold |
| 23 | ALBION FINANCIAL GROUP /UT | $448,735 | 3,200 | Hold |
| 24 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $436,055 | 3,109 | Trimmed |
| 25 | RFG Advisory, LLC | $395,868 | 2,823 | New |