| 1 | HighTower Advisors, LLC | $47.2M | 362,266 | Added |
| 2 | GW HENSSLER & ASSOCIATES LTD | $36.8M | 282,594 | Added |
| 3 | MORGAN STANLEY | $22.8M | 174,943 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $21.0M | 161,430 | Added |
| 5 | LPL Financial LLC | $19.5M | 149,657 | Added |
| 6 | 626 Financial, LLC | $12.4M | 95,403 | Added |
| 7 | OSAIC HOLDINGS, INC. | $11.6M | 88,723 | Added |
| 8 | Ameritas Investment Partners, Inc. | $8.2M | 62,822 | Added |
| 9 | Summit Financial, LLC | $7.8M | 59,878 | Added |
| 10 | Integrated Wealth Concepts LLC | $7.0M | 53,675 | Added |
| 11 | Cetera Investment Advisers | $6.7M | 51,379 | Trimmed |
| 12 | Private Advisor Group, LLC | $6.0M | 46,062 | Added |
| 13 | WealthCare Investment Partners, LLC | $6.0M | 46,040 | Added |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 41,199 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $5.0M | 38,492 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $4.7M | 36,260 | Added |
| 17 | Creative Planning | $4.6M | 35,296 | Trimmed |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 33,024 | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 28,808 | Trimmed |
| 20 | UBS Group AG | $3.6M | 27,735 | Trimmed |
| 21 | GOLDMAN SACHS GROUP INC | $3.5M | 26,848 | Added |
| 22 | Cerity Partners LLC | $3.5M | 26,563 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 19,740 | Trimmed |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | $2.5M | 19,296 | Trimmed |
| 25 | Asset Allocation Strategies LLC | $2.4M | 18,696 | Added |