| 1 | ALTFEST L J & CO INC | $52.8M | 913,380 | Trimmed |
| 2 | NATIONAL BANK OF CANADA /FI/ | $29.0M | 507,150 | Added |
| 3 | Geneos Wealth Management Inc. | $5.3M | 91,265 | Added |
| 4 | Choate Investment Advisors | $4.7M | 81,742 | New |
| 5 | New Insight Wealth Advisors | $4.0M | 69,282 | Added |
| 6 | OLD MISSION CAPITAL LLC | $3.9M | 67,118 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.5M | 60,060 | Added |
| 8 | J.E. Simmons & Co., P.C. | $2.0M | 34,625 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $1.9M | 32,293 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $1.8M | 30,742 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.7M | 28,689 | New |
| 12 | Matisse Capital | $1.1M | 18,505 | Added |
| 13 | SENTINEL PENSION ADVISORS, LLC | $766,279 | 15,903 | Hold |
| 14 | QUANTIFY CHAOS ADVISORS, LLC | $517,039 | 8,939 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $478,242 | 8,268 | New |
| 16 | Astoria Portfolio Advisors LLC. | $453,738 | 7,845 | New |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $381,690 | 6,599 | New |
| 18 | HARBOUR INVESTMENTS, INC. | $299,150 | 5,172 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $286,774 | 4,958 | New |
| 20 | Goelzer Investment Management, Inc. | $282,493 | 4,884 | New |
| 21 | Lido Advisors, LLC | $234,542 | 4,055 | New |
| 22 | Ameritas Advisory Services, LLC | $221,249 | 3,825 | New |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $205,044 | 3,545 | New |
| 24 | Sankala Group LLC | $86,176 | 1,719 | Trimmed |
| 25 | Triumph Capital Management | $47,024 | 813 | New |