| 1 | Chicago Partners Investment Group LLC | $16.2M | 337,596 | Added |
| 2 | OxenFree Capital LLC | $8.4M | 168,519 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $6.1M | 116,788 | Trimmed |
| 4 | UBS Group AG | $3.7M | 70,762 | Trimmed |
| 5 | OLD MISSION CAPITAL LLC | $3.7M | 69,505 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $3.6M | 68,069 | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 42,138 | Added |
| 8 | Parallel Advisors, LLC | $2.0M | 37,276 | Added |
| 9 | WealthPlan Investment Management, LLC | $1.6M | 29,761 | Added |
| 10 | LPL Financial LLC | $1.6M | 29,600 | Added |
| 11 | Concurrent Investment Advisors, LLC | $1.5M | 28,233 | Added |
| 12 | FINANCIAL MANAGEMENT NETWORK INC | $1.3M | 28,177 | Added |
| 13 | SECURED RETIREMENT ADVISORS, LLC | $1.3M | 24,059 | Trimmed |
| 14 | Stratos Wealth Advisors, LLC | $1.2M | 22,280 | Added |
| 15 | Hegarty Advisors, LLC | $798,485 | 15,194 | Trimmed |
| 16 | Quantinno Capital Management LP | $748,997 | 14,252 | New |
| 17 | RAYMOND JAMES FINANCIAL INC | $741,000 | 14,100 | Added |
| 18 | Kestra Advisory Services, LLC | $669,170 | 12,693 | Trimmed |
| 19 | PARAGON CAPITAL MANAGEMENT INC | $661,697 | 12,591 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $654,977 | 12,456 | Added |
| 21 | GWN SECURITIES INC. | $648,919 | 12,348 | Added |
| 22 | Summit Financial, LLC | $633,254 | 12,049 | New |
| 23 | Betterment LLC | $509,000 | 9,685 | Added |
| 24 | PDS Planning, Inc | $506,182 | 9,632 | Hold |
| 25 | Cetera Investment Advisers | $480,809 | 9,149 | Added |