| 1 | Ted Buchan & Co | $8.5M | 309,090 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $8.4M | 304,197 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 270,164 | Added |
| 4 | Alliance Wealth Advisors, LLC /UT | $7.1M | 257,219 | New |
| 5 | ABBINGTON INVESTMENT GROUP | $7.0M | 252,724 | Added |
| 6 | MANNING & NAPIER ADVISORS LLC | $6.6M | 240,545 | Added |
| 7 | Longview Financial Advisors, Inc. | $3.5M | 127,935 | Trimmed |
| 8 | Sound Financial Strategies Group, LLC | $3.1M | 113,028 | Trimmed |
| 9 | Illumine Investment Management, LLC | $3.0M | 0 | Trimmed |
| 10 | CAPTRUST FINANCIAL ADVISORS | $2.5M | 91,204 | Added |
| 11 | CSS LLC/IL | $2.2M | 80,747 | Added |
| 12 | Latitude Advisors, LLC | $2.2M | 78,827 | Trimmed |
| 13 | BANK OF MONTREAL /CAN/ | $2.0M | 72,917 | Added |
| 14 | LPL Financial LLC | $1.6M | 59,746 | New |
| 15 | Magnolia Private Wealth, LLC | $1.6M | 104,924 | Added |
| 16 | Beacon Capital Management, Inc. | $1.5M | 55,464 | New |
| 17 | ORG Wealth Partners, LLC | $1.5M | 55,057 | Added |
| 18 | Royal Bank of Canada | $1.5M | 52,880 | Added |
| 19 | Lifetime Wealth Management P.C. | $1.2M | 44,907 | Trimmed |
| 20 | NVWM, LLC | $1.1M | 41,195 | Trimmed |
| 21 | CIBC WORLD MARKET INC. | $941,597 | 34,215 | New |
| 22 | SteelPeak Wealth, LLC | $924,150 | 33,581 | New |
| 23 | Fermata Advisors, LLC | $848,621 | 30,837 | Added |
| 24 | Persium Advisors, LLC | $796,704 | 28,950 | New |
| 25 | Ameritas Advisory Services, LLC | $744,911 | 27,068 | New |