| 1 | LBMC INVESTMENT ADVISORS, LLC | $45.5M | 1.9M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.7M | 1.4M | Added |
| 3 | Baltimore-Washington Financial Advisors, Inc. | $30.6M | 1.3M | Added |
| 4 | LPL Financial LLC | $26.7M | 1.1M | Added |
| 5 | NewEdge Advisors, LLC | $18.7M | 795,441 | Added |
| 6 | Federation des caisses Desjardins du Quebec | $17.5M | 744,080 | Trimmed |
| 7 | Ironwood Financial, llc | $9.7M | 417,145 | Added |
| 8 | Mutual Advisors, LLC | $8.7M | 368,107 | Added |
| 9 | MORGAN STANLEY | $8.1M | 343,199 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $7.1M | 301,611 | Added |
| 11 | Royal Bank of Canada | $6.4M | 273,256 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $5.5M | 235,126 | Added |
| 13 | LITTLEJOHN FINANCIAL SERVICES, INC. | $5.1M | 215,473 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $4.6M | 197,388 | Trimmed |
| 15 | BlackRock, Inc. | $4.3M | 184,269 | Added |
| 16 | Stratos Wealth Partners, LTD. | $4.0M | 169,117 | Added |
| 17 | Cetera Investment Advisers | $3.4M | 144,101 | Trimmed |
| 18 | Straight Path Wealth Management | $3.2M | 136,499 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 132,524 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 127,342 | Added |
| 21 | OLD MISSION CAPITAL LLC | $2.7M | 114,177 | Added |
| 22 | Robertson Stephens Wealth Management, LLC | $2.5M | 107,460 | Trimmed |
| 23 | Rialto Wealth Management, LLC | $2.5M | 106,761 | Trimmed |
| 24 | Commonwealth Financial Services, LLC | $2.5M | 106,081 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $2.5M | 104,568 | Trimmed |