| 1 | MORGAN STANLEY | $50.0M | 2.3M | Added |
| 2 | Janney Montgomery Scott LLC | $14.9M | 681,034 | Added |
| 3 | LPL Financial LLC | $5.7M | 261,724 | Added |
| 4 | Ironsides Asset Advisors, LLC | $5.6M | 257,596 | Trimmed |
| 5 | Investment Partners Asset Management, Inc. | $5.5M | 253,685 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.1M | 234,527 | Added |
| 7 | OSAIC HOLDINGS, INC. | $4.3M | 195,183 | Added |
| 8 | Bedel Financial Consulting, Inc. | $3.6M | 166,527 | Trimmed |
| 9 | Leslie Global Wealth, LLC | $3.5M | 159,699 | Trimmed |
| 10 | Gotham Asset Management, LLC | $3.2M | 145,587 | Added |
| 11 | Creative Planning | $3.1M | 144,234 | Trimmed |
| 12 | BENJAMIN EDWARDS INC | $3.0M | 135,963 | Trimmed |
| 13 | BANK OF AMERICA CORP /DE/ | $3.0M | 135,828 | Added |
| 14 | Rockefeller Capital Management L.P. | $2.8M | 130,322 | Added |
| 15 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.4M | 108,532 | Trimmed |
| 16 | Princeton Global Asset Management LLC | $2.2M | 102,180 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 96,426 | Added |
| 18 | Trajan Wealth LLC | $2.1M | 96,341 | Added |
| 19 | APS Management Group, Inc. | $1.8M | 82,790 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $1.6M | 74,043 | Added |
| 21 | Comprehensive Money Management Services LLC | $1.5M | 69,053 | Added |
| 22 | UBS Group AG | $1.2M | 53,155 | Added |
| 23 | Texas Yale Capital Corp. | $1.1M | 51,047 | Added |
| 24 | SBI Securities Co., Ltd. | $901,727 | 41,310 | Added |
| 25 | Cetera Investment Advisers | $831,096 | 38,074 | Trimmed |