| 1 | Mainsail Financial Group, LLC | $6.0M | 127,043 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $2.8M | 59,628 | Trimmed |
| 3 | HOWE & RUSLING INC | $2.0M | 41,761 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.9M | 40,283 | Added |
| 5 | Sage Capital Management, LLC | $1.8M | 38,628 | Trimmed |
| 6 | LPL Financial LLC | $1.6M | 34,340 | Trimmed |
| 7 | MORGAN STANLEY | $1.3M | 27,807 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $1.2M | 25,888 | Added |
| 9 | Royal Bank of Canada | $844,000 | 17,904 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $820,350 | 17,406 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $512,498 | 10,874 | Trimmed |
| 12 | Cetera Investment Advisers | $506,550 | 10,747 | Trimmed |
| 13 | UBS Group AG | $425,867 | 9,036 | Trimmed |
| 14 | WEDBUSH SECURITIES INC | $419,000 | 8,883 | Added |
| 15 | OSAIC HOLDINGS, INC. | $311,257 | 6,598 | Added |
| 16 | Verity Asset Management, Inc. | $292,536 | 6,207 | New |
| 17 | Phoenix Wealth Advisors | $263,457 | 5,590 | Trimmed |
| 18 | IHT Wealth Management, LLC | $262,219 | 5,564 | Added |
| 19 | HighTower Advisors, LLC | $248,904 | 5,281 | Trimmed |
| 20 | Kovack Advisors, Inc. | $233,441 | 4,927 | Added |
| 21 | COMPASS FINANCIAL MANAGEMENT LLC | $223,781 | 4,748 | New |
| 22 | CALDWELL SUTTER CAPITAL, INC. | $156,964 | 3,330 | Hold |
| 23 | GeoWealth Management, LLC | $142,097 | 3,015 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $136,966 | 2,863 | Trimmed |
| 25 | Steward Partners Investment Advisory, LLC | $56,960 | 1,209 | Added |