| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 97,720 | Added |
| 2 | LPL Financial LLC | $4.3M | 92,698 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $3.4M | 74,573 | Added |
| 4 | Cetera Investment Advisers | $2.5M | 55,126 | Added |
| 5 | Rothschild Wealth LLC | $2.2M | 48,234 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 47,192 | Added |
| 7 | Nvest Financial, LLC | $1.8M | 40,128 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.8M | 39,682 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.8M | 38,907 | Added |
| 10 | CENTAURUS FINANCIAL, INC. | $1.6M | 35,517 | Added |
| 11 | Bleakley Financial Group, LLC | $992,844 | 21,643 | Hold |
| 12 | Bison Wealth, LLC | $876,293 | 19,054 | Hold |
| 13 | Main Street Financial Solutions, LLC | $686,638 | 14,968 | Hold |
| 14 | First Heartland Consultants, Inc. | $579,477 | 12,632 | Trimmed |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $558,650 | 12,178 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $509,599 | 11,109 | Added |
| 17 | PANORAMIC INVESTMENT ADVISORS, LLC | $345,200 | 7,525 | Hold |
| 18 | Accurate Wealth Management, LLC | $333,343 | 7,237 | Added |
| 19 | Patriot Financial Group Insurance Agency, LLC | $312,400 | 6,810 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $270,058 | 5,887 | Added |
| 21 | Sanctuary Advisors, LLC | $254,370 | 5,545 | Trimmed |
| 22 | Focus Financial Network, Inc. | $242,488 | 5,286 | Trimmed |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $240,195 | 5,236 | New |
| 24 | Allianz SE | $229,369 | 5,000 | Hold |
| 25 | Cassady Wealth & Retirement Planning, LLC | $224,689 | 4,898 | Trimmed |