| 1 | LPL Financial LLC | $30.9M | 517,314 | Trimmed |
| 2 | CIBC WORLD MARKET INC. | $29.0M | 484,818 | Trimmed |
| 3 | MRA Advisory Group | $14.9M | 248,929 | Added |
| 4 | David Kennon Inc | $13.0M | 216,952 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $9.2M | 153,319 | Added |
| 6 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $6.6M | 110,100 | New |
| 7 | Integrated Wealth Concepts LLC | $4.2M | 69,545 | Trimmed |
| 8 | Cetera Investment Advisers | $2.9M | 48,457 | Added |
| 9 | WCG Wealth Advisors LLC | $2.8M | 46,094 | New |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.5M | 42,065 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 40,435 | Added |
| 12 | Kestra Advisory Services, LLC | $2.4M | 39,712 | Added |
| 13 | OSAIC HOLDINGS, INC. | $2.3M | 38,179 | Added |
| 14 | World Investment Advisors | $2.2M | 37,653 | Added |
| 15 | Venture Visionary Partners LLC | $1.9M | 31,249 | Hold |
| 16 | RETIREMENT PLANNING GROUP, LLC / NY | $1.8M | 29,653 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 29,493 | Added |
| 18 | PW Nova Financial Services LLC | $1.6M | 26,919 | New |
| 19 | Keebeck Wealth Management | $1.6M | 26,390 | Hold |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | $1.5M | 25,339 | Trimmed |
| 21 | Janney Montgomery Scott LLC | $1.3M | 21,478 | Trimmed |
| 22 | CreativeOne Wealth, LLC | $1.1M | 18,423 | New |
| 23 | Private Advisor Group, LLC | $963,960 | 16,136 | Added |
| 24 | STIFEL FINANCIAL CORP | $928,416 | 15,541 | Trimmed |
| 25 | PRINCIPAL SECURITIES, INC. | $908,048 | 15,200 | Trimmed |