| 1 | BlackRock, Inc. | $39.4M | 1.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $26.8M | 724,237 | Trimmed |
| 3 | FOUNDERS FINANCIAL SECURITIES LLC | $16.2M | 437,284 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $8.3M | 224,671 | Trimmed |
| 5 | CAPTRUST FINANCIAL ADVISORS | $6.0M | 162,000 | Trimmed |
| 6 | CRA Financial Services, LLC | $5.8M | 155,877 | Trimmed |
| 7 | LPL Financial LLC | $4.2M | 114,901 | Trimmed |
| 8 | Vavra Capital Management, LLC | $3.8M | 103,066 | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $2.6M | 70,653 | Added |
| 10 | COMPASS CAPITAL CORP /MA/ /ADV | $2.4M | 64,325 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 48,670 | Added |
| 12 | PFG Investments, LLC | $1.3M | 36,288 | New |
| 13 | Cetera Investment Advisers | $1.2M | 32,249 | Added |
| 14 | OSAIC HOLDINGS, INC. | $1.0M | 28,187 | Added |
| 15 | LifeGoal Investments, LLC | $900,618 | 24,372 | Added |
| 16 | Brookstone Capital Management | $771,098 | 20,867 | Added |
| 17 | NewEdge Advisors, LLC | $747,302 | 20,223 | Trimmed |
| 18 | COFG Advisors, LLC | $628,792 | 17,016 | Added |
| 19 | HighTower Advisors, LLC | $447,760 | 12,117 | Hold |
| 20 | Savvy Advisors, Inc. | $343,219 | 9,288 | New |
| 21 | Chatterton & Associates Inc. | $298,760 | 8,042 | Hold |
| 22 | MML INVESTORS SERVICES, LLC | $265,507 | 7,185 | New |
| 23 | GWN SECURITIES INC. | $229,444 | 6,209 | Trimmed |
| 24 | Bank of New York Mellon Corp | $214,477 | 5,804 | New |
| 25 | Capital Analysts, LLC | $214,000 | 5,803 | Added |