| 1 | Geneos Wealth Management Inc. | $12.5M | 285,576 | Trimmed |
| 2 | Lunt Capital Management, Inc. | $9.3M | 212,734 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $6.8M | 154,294 | Trimmed |
| 4 | Soltis Investment Advisors LLC | $4.5M | 102,012 | Hold |
| 5 | MORGAN STANLEY | $4.1M | 94,379 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $3.8M | 87,334 | Added |
| 7 | LPL Financial LLC | $2.8M | 62,717 | Trimmed |
| 8 | WBI INVESTMENTS, LLC | $1.5M | 34,300 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 31,026 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $1.2M | 28,296 | Added |
| 11 | Royal Bank of Canada | $1.2M | 27,739 | Added |
| 12 | Cetera Investment Advisers | $1.2M | 27,443 | Trimmed |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 24,455 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $879,571 | 20,044 | Trimmed |
| 15 | GeoWealth Management, LLC | $874,918 | 19,938 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $719,902 | 16,405 | Added |
| 17 | Ergawealth Advisors, Inc. | $511,849 | 11,664 | Trimmed |
| 18 | TWO SIGMA INVESTMENTS, LP | $465,149 | 10,600 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $400,000 | 9,106 | Trimmed |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $362,016 | 8,250 | Trimmed |
| 21 | UBS Group AG | $335,346 | 7,642 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $334,301 | 7,618 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $315,205 | 7,183 | Trimmed |
| 24 | Integrated Advisors Network LLC | $270,076 | 6,155 | Trimmed |
| 25 | Atria Investments, Inc | $260,220 | 5,930 | Trimmed |