| 1 | Financial Engines Advisors L.L.C. | $219.3M | 4.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $16.5M | 297,618 | Trimmed |
| 3 | NorthRock Partners, LLC | $5.3M | 94,890 | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 63,890 | Added |
| 5 | LPL Financial LLC | $2.7M | 48,832 | Trimmed |
| 6 | Advisory Services Network, LLC | $2.3M | 41,419 | Added |
| 7 | SHEETS SMITH WEALTH MANAGEMENT | $2.1M | 38,040 | Added |
| 8 | GTS SECURITIES LLC | $2.1M | 37,850 | Hold |
| 9 | Stonebridge Financial Planning Group, LLC | $2.0M | 36,204 | Trimmed |
| 10 | VALLEY NATIONAL ADVISERS INC | $1.6M | 29,048 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $1.5M | 26,766 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 25,572 | Added |
| 13 | Sigma Planning Corp | $1.3M | 24,325 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.2M | 22,053 | Trimmed |
| 15 | Ancora Advisors LLC | $1.2M | 21,627 | Added |
| 16 | Royal Bank of Canada | $1.0M | 18,365 | Added |
| 17 | Austin Wealth Management, LLC | $985,161 | 17,428 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $978,001 | 17,628 | Added |
| 19 | Banque Transatlantique SA | $925,674 | 16,685 | New |
| 20 | AMERIPRISE FINANCIAL INC | $917,568 | 16,539 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $858,046 | 15,466 | Added |
| 22 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $854,135 | 13,668 | Added |
| 23 | Mariner, LLC | $833,642 | 15,026 | Added |
| 24 | CWM, LLC | $810,312 | 14,605 | Added |
| 25 | Private Advisor Group, LLC | $758,220 | 13,667 | Trimmed |