| 1 | HighTower Advisors, LLC | $156.7M | 1.6M | Trimmed |
| 2 | UBS Group AG | $132.8M | 1.4M | Added |
| 3 | MORGAN STANLEY | $114.5M | 1.2M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $49.1M | 508,246 | Trimmed |
| 5 | LPL Financial LLC | $45.8M | 474,114 | Added |
| 6 | MEANS INVESTMENT CO., INC. | $39.3M | 407,204 | Trimmed |
| 7 | Aptus Capital Advisors, LLC | $23.5M | 243,185 | Added |
| 8 | Cetera Investment Advisers | $23.4M | 242,800 | Added |
| 9 | Sunburst Financial Group, LLC | $23.3M | 241,685 | Added |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $20.6M | 213,786 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $19.7M | 203,536 | Trimmed |
| 12 | Stratos Wealth Partners, LTD. | $19.7M | 203,531 | Added |
| 13 | Steele Capital Management, Inc. | $18.7M | 193,311 | Added |
| 14 | Matrix Trust Co | $18.5M | 191,562 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 183,052 | Added |
| 16 | Northwest Wealth Advisors, LLC | $15.8M | 163,319 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $14.8M | 153,511 | Added |
| 18 | Fortitude Financial, LLC | $14.5M | 149,902 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $14.3M | 147,937 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $11.6M | 119,628 | Added |
| 21 | Kestra Advisory Services, LLC | $11.4M | 117,549 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $10.5M | 109,011 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $9.8M | 101,462 | Added |
| 24 | Royal Bank of Canada | $9.4M | 97,209 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $8.3M | 86,445 | Trimmed |