| 1 | Brookstone Capital Management | $114.2M | 2.2M | Added |
| 2 | LPL Financial LLC | $110.1M | 2.2M | Trimmed |
| 3 | MORGAN STANLEY | $82.5M | 1.6M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $67.5M | 1.3M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $35.5M | 698,536 | Trimmed |
| 6 | Royal Bank of Canada | $35.2M | 693,188 | Added |
| 7 | FRANKLIN RESOURCES INC | $29.7M | 584,537 | Added |
| 8 | UBS Group AG | $29.1M | 573,365 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $24.6M | 482,889 | Trimmed |
| 10 | Avidian Wealth Enterprises, LLC | $24.3M | 477,457 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $23.5M | 461,211 | Added |
| 12 | Private Advisor Group, LLC | $21.6M | 424,912 | Added |
| 13 | Financial Engines Advisors L.L.C. | $17.5M | 344,685 | Trimmed |
| 14 | BANK OF MONTREAL /CAN/ | $15.5M | 305,487 | Added |
| 15 | Cetera Investment Advisers | $15.3M | 301,244 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 277,622 | Trimmed |
| 17 | FMR LLC | $13.3M | 261,580 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $12.2M | 240,210 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 236,860 | Trimmed |
| 20 | XML Financial, LLC | $11.8M | 232,722 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $11.5M | 221,602 | Added |
| 22 | JPMORGAN CHASE & CO | $11.0M | 212,084 | Trimmed |
| 23 | Janney Montgomery Scott LLC | $10.6M | 208,277 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $10.4M | 204,373 | Added |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $10.0M | 196,700 | Added |