| 1 | LPL Financial LLC | $52.5M | 944,594 | Added |
| 2 | AMERIPRISE FINANCIAL INC | $15.2M | 273,293 | Added |
| 3 | Shira Ridge Wealth Management | $10.5M | 188,660 | Trimmed |
| 4 | Private Advisor Group, LLC | $5.0M | 89,443 | Added |
| 5 | Cetera Investment Advisers | $4.9M | 88,726 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 57,600 | Added |
| 7 | Royal Bank of Canada | $2.5M | 45,047 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.9M | 34,771 | Trimmed |
| 9 | TD PRIVATE CLIENT WEALTH LLC | $1.6M | 28,833 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 27,366 | Added |
| 11 | PNC Financial Services Group, Inc. | $1.5M | 26,344 | Added |
| 12 | Arkadios Wealth Advisors | $1.3M | 23,648 | Added |
| 13 | Brookstone Capital Management | $1.3M | 23,648 | Added |
| 14 | Hamilton Capital, LLC | $861,730 | 15,493 | Trimmed |
| 15 | Sonoma Allocations LLC | $846,311 | 15,164 | Added |
| 16 | Golden State Wealth Management, LLC | $816,240 | 14,675 | Added |
| 17 | D.A. DAVIDSON & CO. | $771,911 | 13,878 | Added |
| 18 | Advisory Services Network, LLC | $699,439 | 12,575 | Added |
| 19 | Alta Wealth Advisors LLC | $514,387 | 9,248 | Hold |
| 20 | Janney Montgomery Scott LLC | $505,000 | 9,076 | New |
| 21 | Stonebridge Financial Group, LLC | $460,432 | 8,278 | Added |
| 22 | JPMORGAN CHASE & CO | $408,770 | 7,357 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $375,970 | 6,759 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $364,763 | 6,558 | New |
| 25 | HRT FINANCIAL LP | $320,000 | 5,764 | New |