| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $115.1M | 2.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $53.3M | 1.4M | Added |
| 3 | Baird Financial Group, Inc. | $42.9M | 1.1M | Added |
| 4 | Beaumont Financial Advisors, LLC | $37.4M | 951,725 | Trimmed |
| 5 | Trilogy Capital Inc. | $26.5M | 675,243 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $19.2M | 488,763 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $12.0M | 306,168 | Added |
| 8 | One Charles Private Wealth Services, LLC | $12.0M | 305,527 | Added |
| 9 | Greenwich Wealth Management LLC | $11.1M | 282,263 | Added |
| 10 | Triangle Securities Wealth Management | $10.2M | 259,798 | Trimmed |
| 11 | Archford Capital Strategies, LLC | $9.8M | 250,070 | Trimmed |
| 12 | Insight Wealth Strategies, LLC | $9.8M | 248,837 | Added |
| 13 | Aptus Capital Advisors, LLC | $9.7M | 247,395 | Added |
| 14 | Stonebridge Financial Group, LLC | $8.1M | 205,668 | Added |
| 15 | FIDELIS CAPITAL PARTNERS, LLC | $7.2M | 183,028 | Added |
| 16 | Krilogy Financial LLC | $5.9M | 139,191 | New |
| 17 | TWO SIGMA INVESTMENTS, LP | $4.8M | 122,100 | New |
| 18 | MML INVESTORS SERVICES, LLC | $4.3M | 108,558 | Added |
| 19 | Armor Investment Advisors, LLC | $4.2M | 105,748 | Trimmed |
| 20 | D.A. DAVIDSON & CO. | $3.4M | 87,345 | Trimmed |
| 21 | MJP ASSOCIATES INC /ADV | $3.3M | 83,268 | Added |
| 22 | FORTEM FINANCIAL GROUP, LLC | $3.3M | 83,199 | Trimmed |
| 23 | Advisor OS, LLC | $3.2M | 82,708 | Added |
| 24 | Capital Investment Counsel, LLC | $3.1M | 79,960 | New |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.6M | 66,607 | Added |