| 1 | UBS Group AG | $10.6M | 654,443 | Added |
| 2 | MORGAN STANLEY | $9.6M | 594,996 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 277,902 | Added |
| 4 | Royal Bank of Canada | $4.5M | 277,823 | Added |
| 5 | GUGGENHEIM CAPITAL LLC | $4.2M | 260,204 | Added |
| 6 | TSP Capital Management Group, LLC | $3.3M | 202,635 | Added |
| 7 | LPL Financial LLC | $3.2M | 194,889 | Trimmed |
| 8 | Invesco Ltd. | $2.9M | 180,415 | Trimmed |
| 9 | COHEN & STEERS, INC. | $2.9M | 177,458 | Hold |
| 10 | J.W. COLE ADVISORS, INC. | $2.5M | 152,483 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.9M | 118,465 | Trimmed |
| 12 | Fiera Capital Corp | $1.7M | 102,001 | Added |
| 13 | Advisory Resource Group | $1.6M | 100,187 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $1.3M | 81,791 | Added |
| 15 | Kestra Advisory Services, LLC | $1.3M | 80,970 | Trimmed |
| 16 | Cetera Investment Advisers | $844,026 | 52,068 | Added |
| 17 | OSAIC HOLDINGS, INC. | $839,533 | 51,791 | Added |
| 18 | Private Advisor Group, LLC | $701,916 | 43,302 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $591,000 | 36,465 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $540,611 | 33,350 | Added |
| 21 | SAM Advisors, LLC | $485,360 | 29,942 | Trimmed |
| 22 | WELLS FARGO & COMPANY/MN | $484,284 | 29,876 | Trimmed |
| 23 | Stratos Wealth Partners, LTD. | $441,966 | 27,265 | Hold |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $415,486 | 25,412 | Hold |
| 25 | KPP Advisory Services LLC | $380,287 | 23,460 | Hold |