| 1 | LPL Financial LLC | $137.3M | 4.4M | Added |
| 2 | MML INVESTORS SERVICES, LLC | $48.9M | 1.6M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $18.2M | 579,259 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 361,667 | Added |
| 5 | Arax Advisory Partners | $7.5M | 239,615 | New |
| 6 | Cetera Investment Advisers | $6.9M | 218,111 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 112,939 | Added |
| 8 | First Interstate Bank | $3.5M | 109,803 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 67,754 | Added |
| 10 | Ruggaard & Associates LLC | $1.7M | 53,364 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $1.7M | 52,850 | Added |
| 12 | NewEdge Advisors, LLC | $1.6M | 51,321 | Trimmed |
| 13 | Essex Financial Services, Inc. | $1.5M | 46,656 | Added |
| 14 | World Investment Advisors | $1.3M | 46,609 | Hold |
| 15 | Inscription Capital, LLC | $1.2M | 39,136 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 36,736 | New |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.1M | 35,330 | Added |
| 18 | Frederick Financial Consultants, LLC | $824,220 | 26,216 | Trimmed |
| 19 | Richmond Investment Services, LLC | $604,464 | 19,226 | New |
| 20 | JANE STREET GROUP, LLC | $515,427 | 16,394 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $449,673 | 14,302 | Added |
| 22 | Janney Montgomery Scott LLC | $403,000 | 12,818 | Hold |
| 23 | Medallion Wealth Advisors, LLC | $314,400 | 10,000 | Added |
| 24 | Van Diest Capital, LLC | $270,643 | 8,608 | New |
| 25 | Pine Valley Investments Ltd Liability Co | $228,444 | 7,266 | Added |