| 1 | Transamerica Financial Advisors, LLC | $13.2M | 109,878 | Trimmed |
| 2 | Janney Montgomery Scott LLC | $5.7M | 47,370 | Added |
| 3 | LPL Financial LLC | $4.4M | 36,689 | Added |
| 4 | MORGAN STANLEY | $2.7M | 22,234 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 15,772 | Added |
| 6 | MAI Capital Management | $1.2M | 9,725 | Hold |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.1M | 9,089 | Trimmed |
| 8 | AlphaCore Capital LLC | $1.0M | 8,351 | New |
| 9 | GOLDMAN SACHS GROUP INC | $935,985 | 7,811 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $732,830 | 6,116 | Added |
| 11 | Maltin Wealth Management, Inc. | $650,722 | 5,430 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $590,398 | 4,927 | New |
| 13 | Tower Research Capital LLC (TRC) | $565,833 | 4,722 | New |
| 14 | Trueblood Wealth Management, LLC | $538,730 | 4,496 | Added |
| 15 | Advisory Services Network, LLC | $500,640 | 4,178 | Added |
| 16 | PACIFIC SUN FINANCIAL CORP | $426,592 | 3,560 | Hold |
| 17 | Farther Finance Advisors, LLC | $411,055 | 3,372 | Hold |
| 18 | OSAIC HOLDINGS, INC. | $340,766 | 2,843 | Trimmed |
| 19 | Octavia Wealth Advisors, LLC | $320,759 | 2,677 | Trimmed |
| 20 | Arax Advisory Partners | $316,230 | 2,639 | Trimmed |
| 21 | SILVER OAK SECURITIES, INCORPORATED | $289,028 | 2,412 | Trimmed |
| 22 | Genesee Capital Advisors, LLC | $288,429 | 2,407 | New |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $267,180 | 2,230 | Trimmed |
| 24 | Cetera Investment Advisers | $231,791 | 1,934 | Added |
| 25 | Mason Investment Advisory Services, Inc. | $231,385 | 1,931 | Added |