| 1 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $11.6M | 146,946 | Added |
| 2 | Krilogy Financial LLC | $9.3M | 117,618 | New |
| 3 | Keudell/Morrison Wealth Management | $8.1M | 102,689 | Added |
| 4 | OPPENHEIMER ASSET MANAGEMENT INC. | $5.2M | 65,151 | Added |
| 5 | Mandatum Life Insurance Co Ltd | $5.0M | 63,377 | Hold |
| 6 | Corecam Pte. Ltd. | $4.6M | 58,190 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 52,208 | Added |
| 8 | Econ Financial Services Corp | $3.4M | 42,655 | New |
| 9 | Fiduciary Alliance LLC | $3.3M | 42,145 | Added |
| 10 | Conservest Capital Advisors, Inc. | $2.9M | 36,915 | Trimmed |
| 11 | Daiwa Securities Group Inc. | $2.7M | 33,950 | Trimmed |
| 12 | D.A. DAVIDSON & CO. | $2.5M | 31,050 | Added |
| 13 | Strategic Wealth Investment Group, LLC | $1.7M | 21,038 | Trimmed |
| 14 | Corecam AG | $1.7M | 20,940 | Added |
| 15 | NBT BANK N A /NY | $1.5M | 18,963 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 18,403 | Trimmed |
| 17 | Targeted Financial Services LLC | $1.3M | 16,808 | New |
| 18 | Bright Futures Wealth Management, LLC. | $1.3M | 16,594 | Trimmed |
| 19 | Advocate Investing Services LLC | $1.2M | 15,261 | Hold |
| 20 | Anson Capital, Inc. | $1.1M | 14,198 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.0M | 12,742 | Trimmed |
| 22 | Envestnet Portfolio Solutions, Inc. | $949,884 | 12,004 | Added |
| 23 | M&T Bank Corp | $818,294 | 10,332 | Hold |
| 24 | ARKANSAS FINANCIAL GROUP, INC. | $806,177 | 10,179 | Trimmed |
| 25 | Fifth Third Securities, Inc. | $779,328 | 9,840 | Added |