| 1 | HighTower Advisors, LLC | $351.0M | 6.0M | Trimmed |
| 2 | FISCHER INVESTMENT STRATEGIES, LLC | $5.4M | 92,242 | Added |
| 3 | Brookwood Investment Group LLC | $4.8M | 81,534 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 58,912 | Trimmed |
| 5 | Insight Wealth Partners, LLC | $3.4M | 57,492 | Added |
| 6 | LPL Financial LLC | $3.2M | 54,314 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $2.9M | 49,950 | Trimmed |
| 8 | WHITTIER TRUST CO | $2.4M | 41,631 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 19,023 | Added |
| 10 | Coppell Advisory Solutions LLC | $1.1M | 334 | New |
| 11 | GTS SECURITIES LLC | $1.0M | 17,814 | New |
| 12 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.0M | 17,717 | Hold |
| 13 | Dynamic Advisor Solutions LLC | $982,035 | 16,690 | Trimmed |
| 14 | MORGAN STANLEY | $913,844 | 15,531 | Added |
| 15 | OSAIC HOLDINGS, INC. | $779,221 | 13,242 | Added |
| 16 | Advisors Asset Management, Inc. | $666,363 | 11,325 | Added |
| 17 | Spinnaker Investment Group, LLC | $495,609 | 8,423 | Hold |
| 18 | FLOW TRADERS U.S. LLC | $381,000 | 6,472 | New |
| 19 | Creative Planning | $365,403 | 6,210 | Hold |
| 20 | SageView Advisory Group, LLC | $364,808 | 6,200 | Hold |
| 21 | Annex Advisory Services, LLC | $353,571 | 6,009 | Added |
| 22 | Royal Bank of Canada | $351,000 | 5,967 | Added |
| 23 | Cascade Financial Partners, LLC | $350,510 | 5,957 | Trimmed |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $344,541 | 5,856 | Trimmed |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $271,211 | 4,508 | Added |