| 1 | Cetera Investment Advisers | $32.3M | 435,532 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $27.9M | 376,452 | Trimmed |
| 3 | LPL Financial LLC | $22.8M | 307,696 | Trimmed |
| 4 | MORGAN STANLEY | $19.0M | 256,612 | Trimmed |
| 5 | Royal Bank of Canada | $17.6M | 237,232 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $12.8M | 173,033 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 165,672 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $10.2M | 137,201 | Trimmed |
| 9 | Integrated Wealth Concepts LLC | $7.5M | 101,720 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $7.4M | 99,943 | Added |
| 11 | Keystone Financial Group | $5.2M | 69,707 | Trimmed |
| 12 | Creative Planning | $4.6M | 61,625 | Trimmed |
| 13 | Clearstead Advisors, LLC | $4.5M | 61,123 | Trimmed |
| 14 | MATHER GROUP, LLC. | $4.3M | 57,559 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 56,247 | Added |
| 16 | Intrua Financial, LLC | $4.1M | 55,875 | Trimmed |
| 17 | Patriot Financial Group Insurance Agency, LLC | $3.5M | 46,774 | Added |
| 18 | UBS Group AG | $2.5M | 33,501 | Added |
| 19 | GOLDMAN SACHS GROUP INC | $2.1M | 27,844 | Hold |
| 20 | AMERIPRISE FINANCIAL INC | $1.7M | 23,399 | Trimmed |
| 21 | Family Capital Management, Inc. | $1.3M | 17,512 | Trimmed |
| 22 | BridgePort Financial Solutions, LLC | $1.3M | 17,510 | Trimmed |
| 23 | WORLD EQUITY GROUP, INC. | $1.2M | 15,807 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.1M | 14,892 | Trimmed |
| 25 | Private Advisor Group, LLC | $1.0M | 14,075 | Trimmed |