| 1 | LPL Financial LLC | $212.4M | 4.3M | Added |
| 2 | Royal Bank of Canada | $52.4M | 1.1M | Added |
| 3 | Gradient Investments LLC | $51.2M | 1.0M | Trimmed |
| 4 | UBS Group AG | $46.2M | 936,428 | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $34.0M | 688,839 | Added |
| 6 | Private Advisor Group, LLC | $29.6M | 600,133 | Added |
| 7 | Cetera Investment Advisers | $26.5M | 536,814 | Added |
| 8 | MADDEN SECURITIES Corp | $26.5M | 536,366 | Added |
| 9 | Howard Capital Management Inc. | $25.9M | 525,470 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $24.5M | 497,249 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.9M | 463,342 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $22.7M | 460,074 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $21.5M | 435,538 | Added |
| 14 | Second Half Financial Partners, LLC | $20.0M | 404,802 | Hold |
| 15 | Merit Financial Group, LLC | $18.8M | 381,394 | Trimmed |
| 16 | Cascade Wealth Advisors, Inc | $18.2M | 340,419 | Added |
| 17 | TWO SIGMA INVESTMENTS, LP | $17.0M | 344,100 | Added |
| 18 | Aventura Private Wealth, LLC | $13.7M | 278,178 | Added |
| 19 | URS Advisory LLC | $13.3M | 268,418 | Added |
| 20 | Farther Finance Advisors, LLC | $13.0M | 261,973 | Added |
| 21 | Summit Financial, LLC | $11.5M | 233,512 | Added |
| 22 | Capital Investment Advisory Services, LLC | $11.3M | 229,643 | Added |
| 23 | Kestra Advisory Services, LLC | $11.0M | 223,414 | Added |
| 24 | Stratos Wealth Partners, LTD. | $10.7M | 217,668 | Added |
| 25 | Centurion Wealth Management LLC | $10.4M | 210,514 | New |