| 1 | LPL Financial LLC | $7.3M | 182,955 | Trimmed |
| 2 | Spartan Wealth Advisory Services LLC | $6.3M | 159,175 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 151,398 | Trimmed |
| 4 | Mutual Advisors, LLC | $5.1M | 129,176 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 126,836 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $3.3M | 83,837 | Trimmed |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $3.2M | 81,251 | Added |
| 8 | Cetera Investment Advisers | $3.2M | 79,310 | Trimmed |
| 9 | Tanglewood Legacy Advisors, LLC | $2.9M | 71,856 | Hold |
| 10 | Wood Tarver Financial Group, LLC | $2.6M | 64,267 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $2.3M | 58,763 | Trimmed |
| 12 | Commonwealth Financial Services, LLC | $2.2M | 56,386 | Added |
| 13 | Kestra Advisory Services, LLC | $2.1M | 52,445 | Trimmed |
| 14 | REAP Financial Group, LLC | $1.6M | 39,466 | Trimmed |
| 15 | CWM, LLC | $1.5M | 37,632 | Trimmed |
| 16 | SMART Wealth LLC | $1.4M | 35,629 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $1.3M | 32,773 | Trimmed |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 30,502 | Added |
| 19 | LCNB CORP | $1.2M | 29,869 | Added |
| 20 | Stratos Wealth Partners, LTD. | $1.2M | 29,551 | Hold |
| 21 | Sowell Financial Services LLC | $1.1M | 26,916 | Added |
| 22 | CENTAURUS FINANCIAL, INC. | $1.0M | 25,402 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $991,843 | 24,943 | Trimmed |
| 24 | Clear Creek Financial Management, LLC | $853,145 | 21,455 | Trimmed |
| 25 | CFC Planning Co LLC | $837,239 | 21,055 | Trimmed |