| 1 | NEUBERGER BERMAN GROUP LLC | $109.7M | 3.9M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $94.0M | 3.3M | Trimmed |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.5M | 1.4M | Added |
| 4 | Private Advisor Group, LLC | $5.9M | 212,233 | Trimmed |
| 5 | LPL Financial LLC | $5.0M | 179,038 | Added |
| 6 | STIFEL FINANCIAL CORP | $4.1M | 147,680 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 126,777 | New |
| 8 | IAG Wealth Partners, LLC | $3.4M | 121,157 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.2M | 77,896 | Added |
| 10 | World Investment Advisors | $1.4M | 50,371 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $781,000 | 27,849 | Added |
| 12 | OSAIC HOLDINGS, INC. | $757,574 | 27,031 | Trimmed |
| 13 | NorthCrest Asset Manangement, LLC | $492,732 | 17,448 | Added |
| 14 | Brookwood Investment Group LLC | $487,542 | 17,394 | New |
| 15 | Vise Technologies, Inc. | $410,772 | 18,156 | Hold |
| 16 | BANK OF AMERICA CORP /DE/ | $383,661 | 13,688 | New |
| 17 | Wealth Enhancement Trust Services, Inc. | $309,752 | 11,051 | Added |
| 18 | REGIONS FINANCIAL CORP | $247,910 | 9,505 | Added |
| 19 | Royal Bank of Canada | $53,000 | 1,888 | Trimmed |
| 20 | MORGAN STANLEY | $34,135 | 1,217 | Hold |
| 21 | Golden State Wealth Management, LLC | $14,099 | 503 | Added |
| 22 | CONSULTIVA WEALTH MANAGEMENT, CORP. | $11,912 | 425 | Hold |
| 23 | NBC SECURITIES, INC. | $6,194 | 221 | New |
| 24 | Aptus Capital Advisors, LLC | $1,009 | 36 | New |
| 25 | Farther Finance Advisors, LLC | $18 | 1 | New |