| 1 | Financial Engines Advisors L.L.C. | $256.1M | 3.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $20.2M | 281,811 | Trimmed |
| 3 | NorthRock Partners, LLC | $6.8M | 94,698 | Trimmed |
| 4 | LPL Financial LLC | $3.4M | 47,761 | Trimmed |
| 5 | Advisory Services Network, LLC | $3.0M | 42,187 | Added |
| 6 | SHEETS SMITH WEALTH MANAGEMENT | $2.7M | 38,045 | Added |
| 7 | GTS SECURITIES LLC | $2.7M | 37,850 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $2.7M | 37,687 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 36,506 | Trimmed |
| 10 | Stonebridge Financial Planning Group, LLC | $2.5M | 35,170 | Trimmed |
| 11 | Sigma Planning Corp | $2.2M | 30,574 | Added |
| 12 | VALLEY NATIONAL ADVISERS INC | $2.1M | 28,982 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 27,604 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.6M | 22,535 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $1.5M | 21,221 | Added |
| 16 | Ancora Advisors LLC | $1.5M | 21,211 | Trimmed |
| 17 | Royal Bank of Canada | $1.2M | 17,345 | Trimmed |
| 18 | Austin Wealth Management, LLC | $1.2M | 17,383 | Trimmed |
| 19 | AMERIPRISE FINANCIAL INC | $1.2M | 16,441 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $1.2M | 16,281 | Added |
| 21 | Mariner, LLC | $1.1M | 15,639 | Added |
| 22 | Banque Transatlantique SA | $1.1M | 15,332 | Trimmed |
| 23 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $1.0M | 14,556 | Added |
| 24 | Dynamic Advisor Solutions LLC | $934,185 | 13,020 | New |
| 25 | PFG Investments, LLC | $933,594 | 13,012 | Added |