| 1 | HighTower Advisors, LLC | $27.4M | 841,746 | Added |
| 2 | Pitcairn Wealth Advisors LLC | $14.7M | 450,318 | Trimmed |
| 3 | Pasadena Private Wealth, LLC | $8.6M | 265,233 | Trimmed |
| 4 | Global View Capital Management LLC | $5.7M | 175,550 | Added |
| 5 | Royal Bank of Canada | $4.3M | 131,283 | Added |
| 6 | Ifrah Financial Services, Inc. | $3.8M | 117,595 | Trimmed |
| 7 | LPL Financial LLC | $3.3M | 101,833 | Trimmed |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.1M | 95,719 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.0M | 91,340 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 90,005 | Added |
| 11 | Encompass More Asset Management | $2.1M | 64,938 | New |
| 12 | Compass Financial Group, Inc. | $2.0M | 62,158 | New |
| 13 | UMB BANK N A/MO | $2.0M | 60,862 | Hold |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 55,180 | Trimmed |
| 15 | IFP Advisors, Inc | $1.6M | 48,825 | Added |
| 16 | Rooted Wealth Advisors, Inc. | $1.5M | 46,655 | Added |
| 17 | Essential Partners LLC | $1.5M | 46,267 | Added |
| 18 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $1.3M | 40,226 | Trimmed |
| 19 | Avestar Capital, LLC | $1.2M | 37,000 | Hold |
| 20 | HRT FINANCIAL LP | $1.1M | 33,305 | New |
| 21 | TD Waterhouse Canada Inc. | $1.1M | 32,768 | Added |
| 22 | B. Riley Wealth Advisors, Inc. | $997,919 | 30,705 | Trimmed |
| 23 | MORGAN STANLEY | $874,406 | 26,822 | Added |
| 24 | Stratos Investment Management, LLC | $859,820 | 26,374 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $788,203 | 24,178 | Added |