| 1 | ENVESTNET ASSET MANAGEMENT INC | $125.8M | 3.3M | Added |
| 2 | Valtinson Bruner Financial Planning LLC | $22.2M | 591,669 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $13.4M | 357,168 | Added |
| 4 | DUTCH ASSET Corp | $11.7M | 311,606 | Added |
| 5 | Advyzon Investment Management, LLC | $4.5M | 118,718 | Trimmed |
| 6 | Ausdal Financial Partners, Inc. | $4.4M | 118,066 | Added |
| 7 | AE Wealth Management LLC | $3.9M | 104,914 | Added |
| 8 | FLOW TRADERS U.S. LLC | $2.5M | 67,831 | New |
| 9 | STAR Financial Bank | $1.7M | 45,408 | Trimmed |
| 10 | GatePass Capital, LLC | $1.3M | 34,400 | New |
| 11 | Maridea Wealth Management LLC | $1.2M | 33,149 | Added |
| 12 | Richard P Slaughter Associates Inc | $1.2M | 30,892 | Added |
| 13 | HBW ADVISORY SERVICES LLC | $791,608 | 21,059 | Added |
| 14 | JANE STREET GROUP, LLC | $681,319 | 18,125 | Trimmed |
| 15 | LPL Financial LLC | $412,513 | 10,974 | Added |
| 16 | Argyle Capital Partners, LLC | $341,919 | 9,096 | Hold |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $244,297 | 6,499 | New |
| 18 | FSA Investment Group, LLC | $235,050 | 6,253 | New |
| 19 | Thrivent Financial for Lutherans | $225,000 | 5,984 | Trimmed |
| 20 | BlackRock, Inc. | $99,313 | 2,642 | Hold |
| 21 | Reyes Financial Architecture, Inc. | $67,286 | 1,790 | Trimmed |
| 22 | UBS Group AG | $40,936 | 1,089 | New |
| 23 | Capital Advisor Network LLC | $14,961 | 398 | New |
| 24 | Blue Trust, Inc. | $12,843 | 342 | New |
| 25 | Winch Advisory Services, LLC | $11,503 | 306 | New |