| 1 | ENVESTNET ASSET MANAGEMENT INC | $110.4M | 2.3M | Trimmed |
| 2 | MML INVESTORS SERVICES, LLC | $95.1M | 1.9M | Added |
| 3 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $81.0M | 1.6M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $79.9M | 1.6M | Trimmed |
| 5 | Edge Wealth Management LLC | $53.5M | 1.1M | Added |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | $51.8M | 1.1M | Trimmed |
| 7 | Watchman Group, Inc. | $44.3M | 902,254 | Added |
| 8 | CreativeOne Wealth, LLC | $35.1M | 714,426 | Added |
| 9 | LPL Financial LLC | $26.7M | 544,297 | Trimmed |
| 10 | Tortoise Investment Management, LLC | $25.9M | 527,409 | Added |
| 11 | Aprio Wealth Management, LLC | $23.8M | 485,119 | Added |
| 12 | HUTCHINSON CAPITAL MANAGEMENT/CA | $19.7M | 401,942 | Added |
| 13 | Hilton Capital Management, LLC | $19.6M | 398,755 | Trimmed |
| 14 | Pekin Hardy Strauss, Inc. | $18.8M | 383,511 | Trimmed |
| 15 | Proficio Capital Partners LLC | $16.6M | 338,534 | Trimmed |
| 16 | L2 Asset Management, LLC | $14.5M | 295,184 | Trimmed |
| 17 | WealthPlan Investment Management, LLC | $13.4M | 273,112 | Trimmed |
| 18 | Royal Bank of Canada | $12.2M | 248,445 | Trimmed |
| 19 | BAR HARBOR WEALTH MANAGEMENT | $11.8M | 240,301 | Trimmed |
| 20 | True Wealth Design, LLC | $10.8M | 220,181 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 199,270 | Trimmed |
| 22 | Sanctuary Advisors, LLC | $9.6M | 194,820 | Added |
| 23 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.5M | 194,583 | Trimmed |
| 24 | JPMORGAN CHASE & CO | $8.8M | 179,024 | Added |
| 25 | Tidal Investments LLC | $8.5M | 173,768 | Added |