| 1 | LPL Financial LLC | $19.3M | 2.3M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $16.5M | 2.0M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $11.6M | 1.4M | Added |
| 4 | OSAIC HOLDINGS, INC. | $10.4M | 1.3M | Added |
| 5 | Invesco Ltd. | $7.3M | 877,603 | Trimmed |
| 6 | MORGAN STANLEY | $6.1M | 738,664 | Added |
| 7 | Advisors Asset Management, Inc. | $4.0M | 481,799 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $3.7M | 444,704 | Added |
| 9 | COHEN & STEERS, INC. | $1.8M | 221,380 | Trimmed |
| 10 | Shaker Financial Services, LLC | $1.7M | 206,902 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.7M | 203,865 | Added |
| 12 | Focus Partners Wealth | $1.6M | 191,837 | Trimmed |
| 13 | Financial Alternatives, Inc | $1.5M | 180,120 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $1.5M | 176,273 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $1.3M | 160,363 | Added |
| 16 | &PARTNERS | $1.3M | 156,301 | Added |
| 17 | Private Advisor Group, LLC | $1.2M | 150,552 | Added |
| 18 | IHT Wealth Management, LLC | $1.2M | 148,488 | Trimmed |
| 19 | Steward Partners Investment Advisory, LLC | $1.2M | 145,117 | Added |
| 20 | TWO SIGMA INVESTMENTS, LP | $1.1M | 133,176 | Hold |
| 21 | First Heartland Consultants, Inc. | $1.1M | 129,146 | Added |
| 22 | Advisory Services Network, LLC | $1.0M | 121,745 | Added |
| 23 | Royal Bank of Canada | $986,000 | 119,235 | Added |
| 24 | Creative Planning | $980,362 | 118,544 | Trimmed |
| 25 | PMG Family Office LLC | $897,750 | 108,555 | Added |