| 1 | B. Riley Wealth Advisors, Inc. | $13.8M | 162,845 | Trimmed |
| 2 | Waterfront Wealth Inc. | $12.2M | 140,866 | Added |
| 3 | Onyx Bridge Wealth Group LLC | $9.8M | 114,928 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 95,565 | Trimmed |
| 5 | Legacy Private Trust Co. | $4.4M | 51,526 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.2M | 37,418 | Added |
| 7 | MANCHESTER FINANCIAL INC | $3.0M | 34,819 | Added |
| 8 | Kestra Advisory Services, LLC | $2.9M | 34,283 | Trimmed |
| 9 | Duncan Williams Asset Management, LLC | $2.5M | 29,276 | Added |
| 10 | HCR Wealth Advisors | $2.2M | 25,714 | Hold |
| 11 | Merit Financial Group, LLC | $1.7M | 19,744 | Added |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.7M | 19,382 | Trimmed |
| 13 | Elmwood Wealth Management, Inc. | $1.2M | 13,881 | Hold |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.2M | 13,552 | Hold |
| 15 | WEDBUSH SECURITIES INC | $1.0M | 11,848 | Trimmed |
| 16 | SeaCrest Wealth Management, LLC | $868,514 | 10,192 | Trimmed |
| 17 | Prosperity Financial Group, Inc. | $807,851 | 9,480 | Trimmed |
| 18 | Prospera Financial Services Inc | $796,232 | 9,337 | Trimmed |
| 19 | QTR Family Wealth, LLC | $758,826 | 8,905 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $620,698 | 7,284 | Trimmed |
| 21 | OPPENHEIMER & CO INC | $617,214 | 7,243 | Trimmed |
| 22 | J.W. COLE ADVISORS, INC. | $541,997 | 6,360 | Added |
| 23 | WealthPLAN Partners, LLC | $522,984 | 6,137 | Added |
| 24 | Commonwealth Financial Services, LLC | $454,624 | 5,335 | Hold |
| 25 | KINGSWOOD WEALTH ADVISORS, LLC | $363,188 | 4,262 | Added |