| 1 | SHUFRO ROSE & CO LLC | $81.3M | 1.6M | Added |
| 2 | Foundations Investment Advisors, LLC | $48.4M | 934,014 | Added |
| 3 | Sanctuary Advisors, LLC | $36.1M | 696,975 | Trimmed |
| 4 | Gradient Investments LLC | $20.3M | 392,043 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 332,428 | Trimmed |
| 6 | Cresset Asset Management, LLC | $14.9M | 288,487 | Added |
| 7 | Tortoise Investment Management, LLC | $14.2M | 273,990 | Added |
| 8 | HighTower Advisors, LLC | $11.1M | 215,167 | New |
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | $10.0M | 193,985 | Added |
| 10 | Thrivent Financial for Lutherans | $10.0M | 192,638 | Added |
| 11 | MIDLAND WEALTH ADVISORS LLC | $8.8M | 169,233 | New |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M | 164,149 | Added |
| 13 | Seascape Capital Management | $8.3M | 160,888 | Added |
| 14 | LPL Financial LLC | $7.6M | 147,011 | Trimmed |
| 15 | HUTCHINSON CAPITAL MANAGEMENT/CA | $7.0M | 135,006 | Added |
| 16 | Steward Partners Investment Advisory, LLC | $6.6M | 126,829 | New |
| 17 | FRANKLIN RESOURCES INC | $6.5M | 125,807 | Added |
| 18 | Holcombe Financial, Inc. | $6.1M | 118,379 | Trimmed |
| 19 | Global Wealth Management Investment Advisory, Inc. | $6.0M | 115,634 | Added |
| 20 | Virtu Financial LLC | $5.8M | 111,671 | Added |
| 21 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M | 98,390 | Added |
| 22 | SAXON INTERESTS, INC. | $5.1M | 98,004 | Added |
| 23 | Apollon Wealth Management, LLC | $4.9M | 94,656 | New |
| 24 | CENTAURUS FINANCIAL, INC. | $4.7M | 91,511 | Added |
| 25 | Clark Capital Management Group, Inc. | $4.7M | 90,309 | Trimmed |