| 1 | AMERICAN CENTURY COMPANIES INC | $135.8M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $64.5M | 924,716 | Added |
| 3 | Private Advisor Group, LLC | $44.2M | 634,114 | Added |
| 4 | Pinnacle Financial Partners, Inc. | $15.6M | 223,276 | Trimmed |
| 5 | Stratos Wealth Advisors, LLC | $10.1M | 145,152 | Added |
| 6 | LPL Financial LLC | $8.4M | 120,990 | Added |
| 7 | Ameritas Advisory Services, LLC | $5.8M | 83,699 | Added |
| 8 | Rubicon Advisors, GP | $1.7M | 24,220 | Trimmed |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 21,496 | Added |
| 10 | Heritage Wealth Advisors | $1.2M | 17,274 | Hold |
| 11 | BEAM WEALTH ADVISORS, INC. | $1.0M | 14,672 | Added |
| 12 | Sunpointe, LLC | $912,245 | 13,086 | Hold |
| 13 | BANK OF AMERICA CORP /DE/ | $825,669 | 11,844 | Added |
| 14 | Financial Engines Advisors L.L.C. | $780,072 | 11,190 | Hold |
| 15 | GOLDMAN SACHS GROUP INC | $774,355 | 11,108 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $750,000 | 10,754 | Hold |
| 17 | HighTower Advisors, LLC | $677,824 | 9,723 | Added |
| 18 | Royal Bank of Canada | $602,000 | 8,635 | Added |
| 19 | Worth Financial Advisory Group, LLC | $576,863 | 8,275 | Added |
| 20 | JPMORGAN CHASE & CO | $437,750 | 6,299 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $411,855 | 5,908 | Trimmed |
| 22 | WealthBridge Capital Management, LLC | $393,243 | 5,641 | Hold |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259,056 | 3,713 | Added |
| 24 | Investment Advisory Group, LLC | $250,961 | 3,600 | Hold |
| 25 | Farther Finance Advisors, LLC | $242,223 | 3,475 | Hold |