| 1 | Foundations Investment Advisors, LLC | $82.3M | 2.5M | New |
| 2 | Bank of New York Mellon Corp | $51.3M | 1.6M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $33.9M | 1.0M | Added |
| 4 | LPL Financial LLC | $29.2M | 893,166 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $21.3M | 652,536 | Added |
| 6 | Cetera Investment Advisers | $20.0M | 610,913 | Added |
| 7 | Orion Porfolio Solutions, LLC | $3.7M | 113,818 | Trimmed |
| 8 | PRINCIPAL SECURITIES, INC. | $1.9M | 59,623 | Trimmed |
| 9 | Golden State Wealth Management, LLC | $1.8M | 55,162 | Trimmed |
| 10 | CERTIOR FINANCIAL GROUP, LLC | $730,506 | 22,346 | Trimmed |
| 11 | INTERACTIVE FINANCIAL ADVISORS, INC. | $613,444 | 18,765 | Trimmed |
| 12 | Envestnet Portfolio Solutions, Inc. | $597,965 | 18,292 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $457,151 | 13,984 | Added |
| 14 | Ausdal Financial Partners, Inc. | $323,010 | 9,881 | Trimmed |
| 15 | Brookwood Investment Group LLC | $293,654 | 8,983 | Trimmed |
| 16 | AE Wealth Management LLC | $162,012 | 4,956 | New |
| 17 | US BANCORP \DE\ | $57,665 | 1,764 | New |
| 18 | Silver Grove Financial Group, Inc. | $55,377 | 1,694 | New |
| 19 | UBS Group AG | $30,304 | 927 | Added |
| 20 | Royal Bank of Canada | $19,000 | 594 | Trimmed |
| 21 | Horizon Investments, LLC | $16,607 | 508 | Trimmed |
| 22 | SITTNER & NELSON, LLC | $4,250 | 130 | New |
| 23 | MORGAN STANLEY | $1,013 | 31 | Trimmed |
| 24 | Smartleaf Asset Management LLC | $838 | 26 | Hold |
| 25 | Golden State Equity Partners | $0 | 0 | Exited |