| 1 | Peak Asset Management, LLC | $16.1M | 135,861 | Added |
| 2 | MORGAN STANLEY | $12.1M | 102,176 | Trimmed |
| 3 | LPL Financial LLC | $5.9M | 50,062 | Trimmed |
| 4 | UBS Group AG | $5.1M | 42,970 | Trimmed |
| 5 | MML INVESTORS SERVICES, LLC | $4.6M | 39,043 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 36,897 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $3.6M | 30,639 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $3.0M | 25,700 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.7M | 23,006 | Trimmed |
| 10 | Joseph Group Capital Management | $2.7M | 22,966 | Added |
| 11 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.2M | 18,231 | Added |
| 12 | Beacon Pointe Advisors, LLC | $2.0M | 16,871 | New |
| 13 | Royal Bank of Canada | $2.0M | 16,832 | Trimmed |
| 14 | Trilogy Capital Inc. | $1.8M | 15,476 | Trimmed |
| 15 | Rockefeller Capital Management L.P. | $1.8M | 15,245 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $1.4M | 11,596 | Trimmed |
| 17 | Institute for Wealth Management, LLC. | $1.4M | 12,101 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 10,251 | Added |
| 19 | OSAIC HOLDINGS, INC. | $1.1M | 9,570 | Added |
| 20 | Q3 Asset Management | $1.0M | 8,698 | Added |
| 21 | Cetera Investment Advisers | $1.0M | 8,502 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $981,319 | 8,285 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $922,082 | 7,778 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $913,000 | 7,708 | Trimmed |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $876,069 | 7,396 | Added |