| 1 | MORGAN STANLEY | $166.0M | 3.3M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $58.4M | 1.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $58.4M | 1.2M | Added |
| 4 | Stonebridge Financial Group, LLC | $53.3M | 1.1M | Trimmed |
| 5 | CWM, LLC | $40.2M | 796,197 | Added |
| 6 | Cetera Investment Advisers | $32.3M | 639,743 | Trimmed |
| 7 | JPMORGAN CHASE & CO | $32.1M | 636,240 | Trimmed |
| 8 | LPL Financial LLC | $27.7M | 548,897 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.1M | 497,057 | Trimmed |
| 10 | Biltmore Wealth Management, LLC | $21.1M | 418,529 | Added |
| 11 | TD Capital Management LLC | $20.3M | 402,850 | Added |
| 12 | OSAIC HOLDINGS, INC. | $19.7M | 389,976 | Added |
| 13 | John A. Wolfe & Associates, Inc. | $18.3M | 362,278 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $16.0M | 318,044 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $14.0M | 277,439 | Added |
| 16 | CONDOR CAPITAL MANAGEMENT | $13.5M | 268,422 | Added |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $13.4M | 266,548 | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $8.9M | 176,862 | Added |
| 19 | Gateway Wealth Partners, LLC | $8.8M | 173,810 | Added |
| 20 | Capital Asset Advisory Services LLC | $8.5M | 168,800 | Added |
| 21 | Kelman-Lazarov, Inc. | $8.1M | 161,103 | Added |
| 22 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $8.1M | 160,943 | Added |
| 23 | Vise Technologies, Inc. | $7.4M | 147,634 | Hold |
| 24 | Quotient Wealth Partners, LLC | $6.7M | 133,748 | Trimmed |
| 25 | Integrated Wealth Concepts LLC | $6.7M | 132,807 | Added |