| 1 | LBMC INVESTMENT ADVISORS, LLC | $40.0M | 1.7M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.5M | 1.7M | Added |
| 3 | MORGAN STANLEY | $36.4M | 1.6M | Added |
| 4 | HighTower Advisors, LLC | $22.6M | 964,286 | New |
| 5 | NewEdge Advisors, LLC | $21.2M | 907,747 | Added |
| 6 | Baltimore-Washington Financial Advisors, Inc. | $16.6M | 710,128 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 515,401 | Trimmed |
| 8 | Scissortail Wealth Management, LLC | $11.6M | 494,248 | Added |
| 9 | LPL Financial LLC | $11.4M | 488,748 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $10.4M | 442,891 | Added |
| 11 | Mutual Advisors, LLC | $6.8M | 292,785 | Added |
| 12 | LITTLEJOHN FINANCIAL SERVICES, INC. | $6.7M | 285,227 | Added |
| 13 | Delta Wealth Advisors LLC | $5.4M | 232,059 | Added |
| 14 | Ironwood Financial, llc | $5.2M | 222,822 | Added |
| 15 | Stratos Wealth Partners, LTD. | $5.2M | 220,854 | Added |
| 16 | Marathon Mission, Inc. | $5.1M | 220,063 | New |
| 17 | BlackRock, Inc. | $4.3M | 185,493 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $3.6M | 152,594 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 146,393 | Added |
| 20 | Bradley & Co. Private Wealth Management, LLC | $3.4M | 144,942 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.3M | 140,866 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $3.1M | 132,704 | Added |
| 23 | Straight Path Wealth Management | $3.0M | 128,362 | Added |
| 24 | Integrated Wealth Concepts LLC | $3.0M | 126,840 | Added |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $2.8M | 120,176 | Added |