| 1 | MORGAN STANLEY | $42.6M | 1.0M | Trimmed |
| 2 | LPL Financial LLC | $3.5M | 84,763 | Added |
| 3 | Royal Bank of Canada | $2.8M | 67,776 | Trimmed |
| 4 | Independent Advisor Alliance | $2.3M | 55,025 | New |
| 5 | Kingsview Wealth Management, LLC | $1.4M | 33,840 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.3M | 30,674 | Added |
| 7 | Napier Financial, LLC | $1.2M | 28,387 | New |
| 8 | Wealthfront Advisers LLC | $1.2M | 28,058 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $1.0M | 24,566 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $854,871 | 20,576 | Added |
| 11 | HighTower Advisors, LLC | $828,090 | 19,931 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $821,592 | 19,775 | Added |
| 13 | STIFEL FINANCIAL CORP | $756,364 | 18,205 | Trimmed |
| 14 | Smart Portfolios, LLC | $659,351 | 15,870 | Added |
| 15 | Perennial Investment Advisors, LLC | $643,269 | 15,483 | Trimmed |
| 16 | SEEDS INVESTOR LLC | $559,641 | 12,734 | Added |
| 17 | APS Management Group, Inc. | $520,081 | 12,518 | Added |
| 18 | Syntegra Private Wealth Group, LLC | $456,020 | 10,976 | Added |
| 19 | Western Wealth Management, LLC | $430,045 | 10,351 | Added |
| 20 | IHT Wealth Management, LLC | $374,333 | 9,010 | Added |
| 21 | Farrow Financial, Inc. | $348,164 | 8,380 | Added |
| 22 | Merit Financial Group, LLC | $306,638 | 7,381 | Trimmed |
| 23 | Snowden Capital Advisors LLC | $288,752 | 6,950 | Hold |
| 24 | Eagle Strategies LLC | $255,038 | 6,139 | Added |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $241,393 | 5,810 | Trimmed |