| 1 | D.B. Root & Company, LLC | $7.6M | 211,438 | Trimmed |
| 2 | Sunbelt Securities, Inc. | $7.4M | 205,710 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $4.1M | 114,210 | Added |
| 4 | Triton Financial Group Inc | $3.3M | 90,353 | Added |
| 5 | Cambridge Advisors Inc. | $3.1M | 86,065 | Trimmed |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.7M | 75,524 | Added |
| 7 | Cetera Investment Advisers | $2.3M | 63,539 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 55,782 | Trimmed |
| 9 | Valtinson Bruner Financial Planning LLC | $1.8M | 49,786 | Hold |
| 10 | Capital Investment Advisory Services, LLC | $1.5M | 41,864 | Added |
| 11 | OLD MISSION CAPITAL LLC | $1.4M | 38,698 | Added |
| 12 | Vista Cima Wealth Management LLC | $1.2M | 32,861 | Trimmed |
| 13 | OFC FINANCIAL PLANNING, LLC | $1.1M | 31,840 | Trimmed |
| 14 | Brookstone Capital Management | $995,347 | 27,642 | Trimmed |
| 15 | HighTower Advisors, LLC | $940,794 | 26,127 | Added |
| 16 | Krilogy Financial LLC | $827,064 | 21,880 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $825,927 | 22,937 | Trimmed |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $815,521 | 22,648 | Added |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $705,551 | 19,594 | Added |
| 20 | LPL Financial LLC | $585,498 | 16,260 | Trimmed |
| 21 | GeoWealth Management, LLC | $538,335 | 14,950 | New |
| 22 | Arlington Capital Management, Inc. | $500,374 | 13,896 | New |
| 23 | PRINCIPAL SECURITIES, INC. | $449,098 | 12,472 | Trimmed |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $294,377 | 7,731 | Trimmed |
| 25 | Merit Financial Group, LLC | $294,298 | 8,173 | Added |