| 1 | Harel Insurance Investments & Financial Services Ltd. | $243.1M | 5.3M | Added |
| 2 | LPL Financial LLC | $49.0M | 1.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $38.4M | 840,063 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $31.3M | 683,110 | Trimmed |
| 5 | WCG Wealth Advisors LLC | $19.4M | 424,562 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $16.8M | 366,437 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $15.6M | 341,451 | Trimmed |
| 8 | Mutual Advisors, LLC | $11.4M | 249,563 | Added |
| 9 | MORGAN STANLEY | $10.8M | 235,721 | Trimmed |
| 10 | NewSquare Capital LLC | $10.0M | 218,964 | Added |
| 11 | OSAIC HOLDINGS, INC. | $9.9M | 216,891 | Added |
| 12 | D.A. DAVIDSON & CO. | $9.4M | 205,794 | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $9.1M | 197,816 | Trimmed |
| 14 | Proactive Wealth Strategies LLC | $8.7M | 190,085 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 160,686 | Added |
| 16 | Cetera Investment Advisers | $6.7M | 145,898 | Added |
| 17 | DAYMARK WEALTH PARTNERS, LLC | $6.4M | 139,107 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $5.9M | 128,573 | Trimmed |
| 19 | Janney Montgomery Scott LLC | $5.6M | 121,391 | Trimmed |
| 20 | World Investment Advisors | $4.9M | 110,090 | Hold |
| 21 | Prosperity Financial Group, Inc. | $4.8M | 105,943 | Added |
| 22 | TOUNJIAN ADVISORY PARTNERS, LLC | $4.7M | 101,945 | New |
| 23 | IFP Advisors, Inc | $4.6M | 101,253 | Added |
| 24 | Royal Bank of Canada | $4.5M | 97,388 | Trimmed |
| 25 | BENJAMIN EDWARDS INC | $4.1M | 90,553 | Trimmed |