| 1 | Advance Capital Management, Inc. | $21.8M | 431,637 | Added |
| 2 | Cetera Investment Advisers | $12.0M | 237,132 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 217,664 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 176,888 | Added |
| 5 | OSAIC HOLDINGS, INC. | $7.8M | 154,220 | Trimmed |
| 6 | Spectrum Asset Management, Inc. (NB/CA) | $7.1M | 139,879 | Trimmed |
| 7 | LPL Financial LLC | $6.2M | 123,312 | Added |
| 8 | UPTICK PARTNERS, LLC | $6.1M | 121,216 | Added |
| 9 | Kestra Advisory Services, LLC | $5.7M | 112,772 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $4.6M | 90,157 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $4.2M | 83,331 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $4.2M | 82,195 | Trimmed |
| 13 | HARBOUR INVESTMENTS, INC. | $4.1M | 81,511 | Trimmed |
| 14 | FOUNDERS FINANCIAL SECURITIES LLC | $4.0M | 78,268 | Added |
| 15 | Horizon Investments, LLC | $3.9M | 77,108 | Trimmed |
| 16 | BEACON FINANCIAL GROUP | $3.8M | 74,494 | Trimmed |
| 17 | LifeWealth Investments, LLC | $3.3M | 65,247 | Trimmed |
| 18 | Integrated Wealth Concepts LLC | $3.0M | 59,846 | Hold |
| 19 | Tanglewood Legacy Advisors, LLC | $2.6M | 51,607 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $2.5M | 48,625 | Added |
| 21 | Mutual Advisors, LLC | $2.2M | 43,995 | Trimmed |
| 22 | REAP Financial Group, LLC | $2.2M | 42,693 | Trimmed |
| 23 | PRECEDENT WEALTH PARTNERS, LLC | $2.1M | 40,701 | Added |
| 24 | Gerber Kawasaki Wealth & Investment Management | $2.0M | 40,255 | Hold |
| 25 | Mariner, LLC | $1.9M | 37,272 | Trimmed |