| 1 | DWM Financial Group, Inc. | $29.3M | 702,329 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 352,821 | Added |
| 3 | Spectrum Asset Management, Inc. (NB/CA) | $11.0M | 246,980 | Trimmed |
| 4 | First International Bank of Israel Ltd. | $10.6M | 236,000 | Hold |
| 5 | Decker Wealth Management LLC | $8.5M | 190,477 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $8.3M | 185,940 | Trimmed |
| 7 | Cetera Investment Advisers | $7.5M | 166,564 | Added |
| 8 | Wood Tarver Financial Group, LLC | $6.8M | 151,814 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $4.7M | 106,098 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 102,548 | Trimmed |
| 11 | LPL Financial LLC | $4.1M | 92,420 | Added |
| 12 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 86,759 | Added |
| 13 | HARBOUR INVESTMENTS, INC. | $3.8M | 84,201 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.1M | 69,724 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $2.4M | 53,068 | Added |
| 16 | Ignite Planners, LLC | $1.8M | 40,554 | Hold |
| 17 | REAP Financial Group, LLC | $1.7M | 38,060 | Added |
| 18 | Foguth Wealth Management, LLC. | $1.5M | 33,980 | Trimmed |
| 19 | UPTICK PARTNERS, LLC | $1.5M | 33,877 | Trimmed |
| 20 | Mutual Advisors, LLC | $1.5M | 33,041 | Trimmed |
| 21 | Quantinno Capital Management LP | $1.5M | 32,873 | Hold |
| 22 | WETZEL INVESTMENT ADVISORS, INC. | $1.5M | 32,783 | Trimmed |
| 23 | Kovack Advisors, Inc. | $1.4M | 30,430 | Trimmed |
| 24 | Integrity Financial Corp /WA | $1.2M | 26,825 | Added |
| 25 | Glen Eagle Advisors, LLC | $1.1M | 25,660 | Hold |