| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $37.6M | 4.1M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $27.0M | 3.0M | Trimmed |
| 3 | MORGAN STANLEY | $25.2M | 2.8M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $10.7M | 1.2M | Added |
| 5 | LPL Financial LLC | $4.6M | 501,003 | Added |
| 6 | MCCARTER PRIVATE WEALTH SERVICES LLC | $4.4M | 481,186 | New |
| 7 | Integrated Wealth Concepts LLC | $3.9M | 427,117 | New |
| 8 | NewEdge Advisors, LLC | $3.2M | 346,083 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $3.0M | 330,944 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $2.7M | 299,234 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 296,049 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.2M | 239,847 | Added |
| 13 | Root Financial Partners, LLC | $2.0M | 223,241 | New |
| 14 | Vise Technologies, Inc. | $2.0M | 223,241 | New |
| 15 | O'ROURKE & COMPANY, Inc | $1.8M | 199,512 | Hold |
| 16 | Cetera Investment Advisers | $1.6M | 172,192 | Added |
| 17 | Alta Wealth Advisors LLC | $1.4M | 149,607 | Trimmed |
| 18 | Elequin Capital, LP | $1.2M | 132,778 | New |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 129,192 | Trimmed |
| 20 | Perigon Wealth Management, LLC | $1.1M | 119,490 | New |
| 21 | Private Advisor Group, LLC | $1.0M | 111,908 | Trimmed |
| 22 | Abbot Financial Management, Inc. | $910,931 | 99,828 | Trimmed |
| 23 | JANE STREET GROUP, LLC | $801,175 | 87,800 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $652,000 | 71,429 | Added |
| 25 | CreativeOne Wealth, LLC | $649,721 | 71,202 | New |