| 1 | MORGAN STANLEY | $55.3M | 2.5M | Added |
| 2 | Janney Montgomery Scott LLC | $15.7M | 712,399 | Added |
| 3 | LPL Financial LLC | $6.8M | 309,674 | Added |
| 4 | Investment Partners Asset Management, Inc. | $5.7M | 258,318 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $5.5M | 247,965 | Added |
| 6 | Foguth Wealth Management, LLC. | $4.6M | 209,273 | Added |
| 7 | Ironsides Asset Advisors, LLC | $4.4M | 201,430 | Trimmed |
| 8 | Bedel Financial Consulting, Inc. | $3.7M | 169,993 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $3.6M | 163,797 | Added |
| 10 | Leslie Global Wealth, LLC | $3.6M | 163,261 | Added |
| 11 | Gotham Asset Management, LLC | $3.5M | 159,156 | Added |
| 12 | Creative Planning | $3.0M | 136,501 | Trimmed |
| 13 | Rockefeller Capital Management L.P. | $2.9M | 131,340 | Added |
| 14 | BENJAMIN EDWARDS INC | $2.9M | 130,010 | Trimmed |
| 15 | LFG Wealth Partners, LLC | $2.8M | 128,172 | Added |
| 16 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.6M | 116,315 | Added |
| 17 | OSAIC HOLDINGS, INC. | $2.3M | 104,859 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 99,521 | Added |
| 19 | Trajan Wealth LLC | $2.2M | 97,802 | Added |
| 20 | APS Management Group, Inc. | $1.9M | 85,912 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $1.7M | 75,180 | Added |
| 22 | Comprehensive Money Management Services LLC | $1.4M | 62,153 | Trimmed |
| 23 | Texas Yale Capital Corp. | $1.3M | 60,818 | Added |
| 24 | SBI Securities Co., Ltd. | $1.1M | 48,964 | Added |
| 25 | DEARBORN PARTNERS LLC | $962,454 | 43,890 | Added |