| 1 | HighTower Advisors, LLC | $373.1M | 6.4M | Added |
| 2 | Brookwood Investment Group LLC | $5.5M | 94,665 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 71,187 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $3.2M | 54,895 | Added |
| 5 | LPL Financial LLC | $3.2M | 53,899 | Trimmed |
| 6 | Insight Wealth Partners, LLC | $3.1M | 52,766 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 18,830 | Trimmed |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 18,217 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $1.1M | 18,026 | Added |
| 10 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.0M | 17,717 | New |
| 11 | Dynamic Advisor Solutions LLC | $996,435 | 17,007 | Trimmed |
| 12 | Private Advisor Group, LLC | $858,009 | 14,644 | Hold |
| 13 | INTEGRITY ALLIANCE, LLC. | $696,635 | 11,890 | New |
| 14 | MORGAN STANLEY | $617,106 | 10,532 | Trimmed |
| 15 | Spinnaker Investment Group, LLC | $493,504 | 8,423 | Added |
| 16 | Cascade Financial Partners, LLC | $406,790 | 6,943 | Hold |
| 17 | Creative Planning | $363,845 | 6,210 | New |
| 18 | Annex Advisory Services, LLC | $348,714 | 5,952 | Added |
| 19 | Advisors Asset Management, Inc. | $283,458 | 4,838 | New |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $262,088 | 4,487 | New |
| 21 | Gladstone Institutional Advisory LLC | $256,273 | 4,374 | New |
| 22 | OSAIC HOLDINGS, INC. | $251,580 | 4,293 | Trimmed |
| 23 | TWO SIGMA SECURITIES, LLC | $216,021 | 3,687 | New |
| 24 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $213,385 | 3,642 | New |
| 25 | HARBOUR INVESTMENTS, INC. | $212,916 | 3,634 | Hold |