| 1 | CITIGROUP INC | $91.4M | 2.2M | Added |
| 2 | Midwest Financial Partners Investments, Inc. | $8.9M | 211,386 | Added |
| 3 | Walleye Trading LLC | $7.9M | 187,600 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.3M | 150,700 | Added |
| 5 | Canal Insurance CO | $5.0M | 120,000 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 64,295 | Trimmed |
| 7 | Client First Investment Management LLC | $2.6M | 61,321 | New |
| 8 | D.A. DAVIDSON & CO. | $2.6M | 60,735 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 52,851 | Added |
| 10 | Strategic Financial Concepts, LLC | $2.1M | 50,995 | New |
| 11 | Brookstone Capital Management | $1.9M | 44,330 | Added |
| 12 | Private Advisor Group, LLC | $1.7M | 39,844 | Added |
| 13 | NWAM LLC | $1.3M | 31,704 | Added |
| 14 | Prospera Financial Services Inc | $1.3M | 31,189 | Added |
| 15 | Florin Court Capital LLP | $1.2M | 27,700 | New |
| 16 | Kestra Advisory Services, LLC | $1.1M | 26,384 | Added |
| 17 | Global View Capital Management LLC | $1.1M | 26,058 | New |
| 18 | Wealthcare Advisory Partners LLC | $1.1M | 25,946 | Added |
| 19 | Clientfirst Wealth Management, LLC | $994,803 | 23,652 | Added |
| 20 | Post Resch Tallon Group Inc. | $916,614 | 21,793 | Trimmed |
| 21 | Hilton Head Capital Partners, LLC | $905,762 | 21,535 | Added |
| 22 | INTEGRITY ALLIANCE, LLC. | $898,360 | 21,359 | New |
| 23 | DAVENPORT & Co LLC | $860,714 | 20,464 | Added |
| 24 | Fulcrum Equity Management | $841,200 | 20,000 | Hold |
| 25 | Purus Wealth Management, LLC | $768,122 | 18,263 | Trimmed |