| 1 | MORGAN STANLEY | $39.8M | 632,597 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $30.1M | 477,207 | Added |
| 3 | LPL Financial LLC | $28.9M | 459,703 | Trimmed |
| 4 | Brookstone Capital Management | $19.3M | 306,429 | Added |
| 5 | UBS Group AG | $18.3M | 290,079 | Trimmed |
| 6 | DORVAL Corp | $16.5M | 261,731 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $16.0M | 253,941 | Added |
| 8 | PNC Financial Services Group, Inc. | $12.9M | 204,450 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $11.6M | 183,775 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $11.5M | 182,044 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 171,967 | Trimmed |
| 12 | JONES FINANCIAL COMPANIES LLLP | $9.7M | 155,820 | Added |
| 13 | Merit Financial Group, LLC | $9.1M | 144,515 | Added |
| 14 | PFS Partners, LLC | $8.2M | 130,833 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $7.5M | 119,226 | Trimmed |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $6.9M | 109,195 | Trimmed |
| 17 | Cetera Investment Advisers | $6.6M | 105,074 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $5.4M | 85,852 | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 75,190 | Trimmed |
| 20 | ProVise Management Group, LLC | $4.6M | 72,410 | Added |
| 21 | RWA WEALTH PARTNERS, LLC | $4.4M | 70,277 | New |
| 22 | Royal Bank of Canada | $4.3M | 67,696 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $3.9M | 62,636 | Trimmed |
| 24 | HARBOUR INVESTMENTS, INC. | $3.2M | 50,488 | Added |
| 25 | LMCG INVESTMENTS, LLC | $3.0M | 48,300 | Added |