| 1 | LPL Financial LLC | $20.1M | 215,856 | Added |
| 2 | Chicago Partners Investment Group LLC | $17.4M | 192,679 | Added |
| 3 | ARKANSAS FINANCIAL GROUP, INC. | $15.1M | 162,503 | Trimmed |
| 4 | Baird Financial Group, Inc. | $13.4M | 143,758 | Added |
| 5 | Private Advisory Group LLC | $12.8M | 137,561 | Trimmed |
| 6 | MORGAN STANLEY | $10.5M | 112,881 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $7.1M | 76,614 | Trimmed |
| 8 | HB Wealth Management, LLC | $4.2M | 45,000 | Hold |
| 9 | &PARTNERS | $4.0M | 43,752 | Added |
| 10 | Urban Financial Advisory Corp | $3.5M | 37,366 | Added |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.3M | 35,391 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.2M | 34,600 | Trimmed |
| 13 | Integrated Wealth Concepts LLC | $2.5M | 26,423 | New |
| 14 | Kendall Capital Management | $2.3M | 24,307 | Hold |
| 15 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 23,912 | Added |
| 16 | Envision Financial LLC | $2.0M | 20,984 | Added |
| 17 | WESCAP Management Group, Inc. | $1.8M | 19,536 | Trimmed |
| 18 | Virtu Financial LLC | $1.8M | 19,441 | New |
| 19 | GOLDMAN SACHS GROUP INC | $1.4M | 15,395 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 14,792 | New |
| 21 | Bristlecone Value Partners, LLC | $1.4M | 14,565 | Trimmed |
| 22 | TWO SIGMA INVESTMENTS, LP | $1.4M | 14,500 | Added |
| 23 | Noble Family Wealth, LLC | $1.3M | 14,205 | Hold |
| 24 | OSAIC HOLDINGS, INC. | $1.3M | 13,790 | Added |
| 25 | NORTHBRIDGE FINANCIAL GROUP, LLC | $1.2M | 12,565 | Trimmed |