| 1 | MORGAN STANLEY | $71.9M | 1.6M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $69.2M | 1.6M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $62.9M | 1.4M | Added |
| 4 | Cetera Investment Advisers | $45.6M | 1.0M | Trimmed |
| 5 | Sanctuary Advisors, LLC | $38.5M | 880,733 | Trimmed |
| 6 | LPL Financial LLC | $25.0M | 571,141 | Trimmed |
| 7 | UBS Group AG | $23.0M | 526,740 | Added |
| 8 | Stonehearth Capital Management, LLC | $16.1M | 368,027 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $15.1M | 345,754 | Trimmed |
| 10 | Thrivent Financial for Lutherans | $13.0M | 297,014 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $11.9M | 272,184 | Trimmed |
| 12 | Royal Bank of Canada | $9.9M | 226,649 | Added |
| 13 | STIFEL FINANCIAL CORP | $6.2M | 141,566 | Trimmed |
| 14 | Mason & Associates Inc | $5.9M | 137,923 | Added |
| 15 | Hamrick Investment Counsel, llc | $5.2M | 119,021 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 118,269 | Added |
| 17 | KICKSTAND VENTURES, LLC. | $5.1M | 115,564 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $4.6M | 105,742 | Trimmed |
| 19 | CASTLE WEALTH MANAGEMENT LLC | $4.6M | 104,881 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 105,860 | Added |
| 21 | LEVEL FOUR ADVISORY SERVICES, LLC | $4.3M | 98,848 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 98,283 | Added |
| 23 | Independent Advisor Alliance | $4.2M | 96,443 | New |
| 24 | Secure Asset Management, LLC | $3.9M | 89,685 | Added |
| 25 | BEAM WEALTH ADVISORS, INC. | $3.7M | 85,552 | Added |