| 1 | UBS Group AG | $18.8M | 1.3M | Added |
| 2 | MORGAN STANLEY | $12.2M | 837,423 | Added |
| 3 | LPL Financial LLC | $4.3M | 298,403 | Trimmed |
| 4 | Invesco Ltd. | $3.2M | 217,859 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $2.6M | 176,393 | Added |
| 6 | Cetera Investment Advisers | $2.6M | 176,029 | Added |
| 7 | Royal Bank of Canada | $2.3M | 156,415 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $2.2M | 149,439 | Added |
| 9 | Fiera Capital Corp | $1.7M | 114,018 | Added |
| 10 | OSAIC HOLDINGS, INC. | $950,756 | 65,386 | Added |
| 11 | COHEN & STEERS, INC. | $890,000 | 61,234 | Hold |
| 12 | J.W. COLE ADVISORS, INC. | $846,813 | 58,240 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $757,520 | 52,099 | Trimmed |
| 14 | GUGGENHEIM CAPITAL LLC | $703,242 | 48,366 | Trimmed |
| 15 | Sowell Financial Services LLC | $674,612 | 46,397 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $662,836 | 45,587 | Added |
| 17 | Pine Valley Investments Ltd Liability Co | $653,617 | 44,953 | Trimmed |
| 18 | Live Oak Private Wealth LLC | $561,680 | 38,630 | Hold |
| 19 | Western Wealth Management, LLC | $468,649 | 32,232 | Added |
| 20 | PHILADELPHIA TRUST CO | $405,000 | 27,820 | Hold |
| 21 | Activest Wealth Management | $393,403 | 27,057 | Trimmed |
| 22 | Arkfeld Wealth Strategies, L.L.C. | $376,904 | 25,815 | Added |
| 23 | Post Resch Tallon Group Inc. | $375,661 | 25,836 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $370,040 | 25,380 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $345,000 | 23,705 | Added |