| 1 | Focus Financial Network, Inc. | $6.3M | 113,600 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $6.1M | 110,846 | Added |
| 3 | CHOREO, LLC | $4.5M | 81,858 | Trimmed |
| 4 | TD Waterhouse Canada Inc. | $4.3M | 77,041 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 75,672 | Trimmed |
| 6 | Everstar Asset Management, LLC | $4.2M | 75,326 | Added |
| 7 | KINGSWOOD WEALTH ADVISORS, LLC | $2.8M | 50,861 | Added |
| 8 | Private Advisor Group, LLC | $2.8M | 50,542 | Added |
| 9 | CPC Advisors, LLC | $2.8M | 49,813 | New |
| 10 | NESTEGG ADVISORS, INC. | $2.7M | 49,277 | Trimmed |
| 11 | Flaharty Asset Management, LLC | $2.6M | 47,080 | Trimmed |
| 12 | Atlas Private Wealth Advisors | $2.3M | 41,162 | Trimmed |
| 13 | Institute for Wealth Management, LLC. | $2.2M | 38,929 | Added |
| 14 | J.W. COLE ADVISORS, INC. | $1.8M | 32,289 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 23,619 | Added |
| 16 | Miracle Mile Advisors, LLC | $1.0M | 18,690 | Trimmed |
| 17 | CFS Investment Advisory Services, LLC | $1.0M | 18,349 | Trimmed |
| 18 | Merit Financial Group, LLC | $896,621 | 16,169 | Trimmed |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $896,522 | 16,167 | Added |
| 20 | CAPE ANN SAVINGS BANK | $846,567 | 15,266 | Added |
| 21 | Koshinski Asset Management, Inc. | $785,789 | 14,170 | Hold |
| 22 | Bond & Devick Financial Network, Inc. | $752,017 | 13,561 | Hold |
| 23 | EASTERN BANK | $697,006 | 12,569 | Added |
| 24 | GreatBanc Trust CO | $673,771 | 12,150 | Hold |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $667,802 | 12,042 | Added |