| 1 | Atria Investments, Inc | $31.7M | 458,767 | Added |
| 2 | Prism Advisors, Inc. | $12.4M | 179,122 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 156,103 | Trimmed |
| 4 | D.A. DAVIDSON & CO. | $6.9M | 99,888 | Added |
| 5 | Sage Capital Management, LLC | $6.7M | 96,853 | Trimmed |
| 6 | ALLSTREET CAPITAL ADVISORS LLC | $5.3M | 77,391 | Added |
| 7 | Kestra Advisory Services, LLC | $5.3M | 76,069 | Trimmed |
| 8 | Conservest Capital Advisors, Inc. | $4.8M | 70,056 | Added |
| 9 | Raab & Moskowitz Asset Management LLC | $4.0M | 57,388 | Trimmed |
| 10 | IFP Advisors, Inc | $3.9M | 56,740 | Added |
| 11 | Linscomb Wealth, Inc. | $3.5M | 51,008 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 41,846 | Added |
| 13 | Chicago Partners Investment Group LLC | $2.2M | 31,985 | Added |
| 14 | Rockingstone Advisors LLC | $2.2M | 31,209 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.1M | 30,960 | Added |
| 16 | SeaCrest Wealth Management, LLC | $2.1M | 29,875 | Added |
| 17 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.9M | 28,117 | Added |
| 18 | Curbstone Financial Management Corp | $1.8M | 26,150 | Trimmed |
| 19 | Bravias Capital Group, LLC | $1.8M | 26,018 | Added |
| 20 | Trust Co | $1.7M | 25,075 | Hold |
| 21 | OPPENHEIMER & CO INC | $1.6M | 22,829 | Added |
| 22 | J.W. COLE ADVISORS, INC. | $1.5M | 22,033 | Trimmed |
| 23 | Private Advisor Group, LLC | $1.4M | 20,407 | Trimmed |
| 24 | PFG Investments, LLC | $1.4M | 20,238 | Trimmed |
| 25 | Bond & Devick Financial Network, Inc. | $1.4M | 20,232 | Added |