| 1 | Gradient Investments LLC | $92.1M | 858,000 | Added |
| 2 | Kozak & Associates, Inc. | $49.2M | 464,639 | Trimmed |
| 3 | LPL Financial LLC | $35.7M | 332,423 | Added |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $13.1M | 121,823 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $9.7M | 90,783 | Added |
| 6 | Hoese & Co LLP | $8.2M | 76,759 | Added |
| 7 | JPMORGAN CHASE & CO | $7.8M | 74,165 | Trimmed |
| 8 | Integrated Wealth Concepts LLC | $7.0M | 65,533 | Trimmed |
| 9 | Mattson Financial Services, LLC | $6.2M | 60,068 | Added |
| 10 | STIFEL FINANCIAL CORP | $5.1M | 47,690 | Added |
| 11 | TWO SIGMA INVESTMENTS, LP | $5.1M | 47,600 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $4.2M | 38,686 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $4.0M | 37,530 | Trimmed |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 37,155 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 36,369 | Added |
| 16 | Oakwell Private Wealth Management, LLC | $3.8M | 35,363 | Trimmed |
| 17 | PRINCIPAL SECURITIES, INC. | $3.5M | 32,744 | Added |
| 18 | SUTTON PLACE INVESTORS LLC | $3.0M | 28,324 | Added |
| 19 | Paladin Wealth, LLC | $2.9M | 26,617 | Added |
| 20 | GTS SECURITIES LLC | $2.8M | 26,420 | Hold |
| 21 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $2.8M | 26,400 | Added |
| 22 | Advisors Capital Management, LLC | $2.4M | 22,105 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.4M | 21,982 | Trimmed |
| 24 | Artesa Financial Group, LLC | $2.1M | 19,127 | Added |
| 25 | Shira Ridge Wealth Management | $1.7M | 16,228 | Trimmed |