| 1 | Allianz SE | $14.7M | 572,988 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 362,427 | Added |
| 3 | CENTAURUS FINANCIAL, INC. | $7.7M | 281,649 | Added |
| 4 | Cetera Investment Advisers | $5.3M | 174,632 | Added |
| 5 | LPL Financial LLC | $4.2M | 99,408 | Added |
| 6 | AE Wealth Management LLC | $3.5M | 134,476 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.2M | 100,577 | Added |
| 8 | OSAIC HOLDINGS, INC. | $2.9M | 68,272 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 106,931 | Trimmed |
| 10 | HARBOUR INVESTMENTS, INC. | $1.9M | 71,832 | Added |
| 11 | RFG Advisory, LLC | $1.8M | 70,566 | Added |
| 12 | Nvest Financial, LLC | $1.8M | 41,600 | Trimmed |
| 13 | Rothschild Wealth LLC | $1.7M | 39,471 | Added |
| 14 | Csenge Advisory Group | $1.5M | 57,944 | Trimmed |
| 15 | HOWARD BAILEY SECURITIES, LLC | $1.3M | 50,063 | Added |
| 16 | Arkadios Wealth Advisors | $950,802 | 36,989 | Trimmed |
| 17 | Bleakley Financial Group, LLC | $919,828 | 21,643 | Hold |
| 18 | SILVER OAK SECURITIES, INCORPORATED | $919,373 | 37,563 | New |
| 19 | RAYMOND JAMES FINANCIAL INC | $871,378 | 20,503 | Added |
| 20 | Bison Wealth, LLC | $863,634 | 19,054 | Hold |
| 21 | CWM, LLC | $829,303 | 19,513 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $801,814 | 31,994 | New |
| 23 | Integrated Wealth Management | $604,736 | 23,526 | Trimmed |
| 24 | Patriot Financial Group Insurance Agency, LLC | $578,850 | 13,620 | Added |
| 25 | First Heartland Consultants, Inc. | $555,985 | 13,082 | Trimmed |