| 1 | Legacy CG, LLC | $17.8M | 672,374 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.7M | 138,711 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 104,148 | Trimmed |
| 4 | Brookstone Capital Management | $2.0M | 76,331 | Trimmed |
| 5 | HighTower Advisors, LLC | $1.7M | 64,656 | Hold |
| 6 | OLD MISSION CAPITAL LLC | $1.1M | 40,429 | New |
| 7 | Tradition Wealth Management, LLC | $1.0M | 39,088 | Trimmed |
| 8 | CONTINUUM WEALTH ADVISORS, LLC | $714,947 | 27,024 | Hold |
| 9 | Allworth Financial LP | $684,682 | 25,880 | Trimmed |
| 10 | Cetera Investment Advisers | $680,184 | 25,710 | Added |
| 11 | Selby Wealth Management, LLC | $650,818 | 24,600 | Hold |
| 12 | Capasso Planning Partners LLC | $647,114 | 24,460 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $541,000 | 20,452 | Trimmed |
| 14 | KFG WEALTH MANAGEMENT, LLC | $497,346 | 18,799 | Hold |
| 15 | JPMORGAN CHASE & CO | $484,275 | 18,429 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $419,830 | 15,869 | New |
| 17 | Concurrent Investment Advisors, LLC | $328,689 | 12,424 | New |
| 18 | Syntegra Private Wealth Group, LLC | $310,461 | 11,735 | Hold |
| 19 | AE Wealth Management LLC | $307,948 | 11,640 | Trimmed |
| 20 | Comprehensive Financial Consultants Institutional, Inc. | $301,360 | 11,391 | Hold |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $264,560 | 10,000 | Hold |
| 22 | LPL Financial LLC | $258,845 | 9,784 | Added |
| 23 | Cypress Wealth Services, LLC | $239,586 | 9,056 | Hold |
| 24 | WealthShield Partners, LLC | $204,505 | 7,730 | Hold |
| 25 | BARCLAYS PLC | $193,340 | 7,308 | New |