| 1 | BLAIR WILLIAM & CO/IL | $11.3M | 314,075 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $7.7M | 214,203 | Added |
| 3 | Berger Financial Group, Inc | $7.2M | 199,418 | Trimmed |
| 4 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.9M | 191,865 | Added |
| 5 | GTS FINANCIAL, LLC | $6.1M | 192,190 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 156,207 | Trimmed |
| 7 | Cornerstone Wealth, LLC/TN | $4.4M | 122,861 | Added |
| 8 | Cetera Investment Advisers | $4.2M | 117,672 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 89,069 | Added |
| 10 | Global Strategic Investment Solutions, LLC | $3.2M | 89,016 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.2M | 88,834 | Added |
| 12 | Bedel Financial Consulting, Inc. | $3.1M | 85,469 | Added |
| 13 | LPL Financial LLC | $2.8M | 78,534 | Added |
| 14 | BFI Wealth Solutions, LLC | $2.6M | 71,296 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 67,104 | Trimmed |
| 16 | Long Island Wealth Management, Inc. | $2.4M | 65,841 | Added |
| 17 | BIP Wealth, LLC | $2.4M | 65,472 | Trimmed |
| 18 | Stratos Wealth Advisors, LLC | $2.3M | 64,721 | Trimmed |
| 19 | HighTower Advisors, LLC | $2.1M | 59,152 | Trimmed |
| 20 | Signal Advisors Wealth, LLC | $2.0M | 54,837 | Trimmed |
| 21 | CORRADO ADVISORS, LLC | $1.9M | 53,482 | Trimmed |
| 22 | SIGNATUREFD, LLC | $1.8M | 50,073 | Hold |
| 23 | Triad Wealth Partners, LLC | $1.7M | 47,445 | Trimmed |
| 24 | ACCESS FINANCIAL SERVICES, INC. | $1.7M | 47,405 | Hold |
| 25 | Cresset Asset Management, LLC | $1.7M | 47,332 | Hold |