| 1 | LPL Financial LLC | $42.4M | 250,190 | Added |
| 2 | MORGAN STANLEY | $30.0M | 176,876 | Added |
| 3 | Members Advisory Group LLC | $21.2M | 124,976 | Added |
| 4 | Systelligence, LLC | $16.0M | 94,596 | Trimmed |
| 5 | Baltimore-Washington Financial Advisors, Inc. | $14.3M | 84,562 | Added |
| 6 | HUB Investment Partners, LLC | $13.5M | 79,433 | New |
| 7 | FAGAN ASSOCIATES, INC. | $12.9M | 76,074 | Added |
| 8 | INTACT INVESTMENT MANAGEMENT INC. | $12.4M | 73,266 | Hold |
| 9 | Cetera Investment Advisers | $12.0M | 70,882 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $10.4M | 61,626 | Added |
| 11 | Onyx Bridge Wealth Group LLC | $8.1M | 47,654 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $6.6M | 40,050 | Added |
| 13 | Bleakley Financial Group, LLC | $6.5M | 38,566 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 27,331 | Added |
| 15 | OSAIC HOLDINGS, INC. | $4.5M | 26,692 | Added |
| 16 | JANE STREET GROUP, LLC | $4.2M | 24,637 | New |
| 17 | Fortis Advisors, LLC | $4.0M | 23,798 | New |
| 18 | BANK OF AMERICA CORP /DE/ | $3.9M | 23,055 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $3.9M | 22,947 | Added |
| 20 | Meridian Wealth Management, LLC | $3.8M | 22,341 | Added |
| 21 | Roundview Capital LLC | $3.3M | 19,266 | Trimmed |
| 22 | Gotham Asset Management, LLC | $2.9M | 17,172 | Hold |
| 23 | ARQ WEALTH ADVISORS, LLC | $2.9M | 16,994 | Added |
| 24 | NWAM LLC | $2.6M | 15,413 | Added |
| 25 | SILVER OAK SECURITIES, INCORPORATED | $2.6M | 15,228 | Trimmed |