| 1 | Royal Bank of Canada | $14.4M | 866,916 | Added |
| 2 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $1.8M | 108,933 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 103,371 | Trimmed |
| 4 | LPL Financial LLC | $1.2M | 70,732 | Trimmed |
| 5 | UBS Group AG | $1.2M | 69,568 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $769,652 | 46,388 | Trimmed |
| 7 | Whipplewood Advisors, LLC | $674,234 | 40,641 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $565,968 | 34,115 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $420,000 | 25,333 | Trimmed |
| 10 | AlphaCore Capital LLC | $398,449 | 23,895 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $352,455 | 21,245 | Trimmed |
| 12 | Jaffetilchin Investment Partners, LLC | $260,532 | 15,704 | Trimmed |
| 13 | BANK OF AMERICA CORP /DE/ | $252,002 | 15,190 | Hold |
| 14 | FORM Wealth Advisors, LLC | $224,452 | 13,529 | Added |
| 15 | Cetera Investment Advisers | $209,930 | 12,654 | Trimmed |
| 16 | STIFEL FINANCIAL CORP | $208,288 | 12,555 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $203,178 | 12,247 | Added |
| 18 | Chicago Partners Investment Group LLC | $194,634 | 11,296 | Added |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $183,021 | 11,032 | Hold |
| 20 | Glen Eagle Advisors, LLC | $62,891 | 3,791 | Trimmed |
| 21 | MORGAN STANLEY | $61,565 | 3,711 | Hold |
| 22 | Synergy Investment Management, LLC | $18,544 | 1,118 | New |
| 23 | NVWM, LLC | $7,387 | 443 | Hold |
| 24 | IFP Advisors, Inc | $7,333 | 442 | Hold |
| 25 | DELTA ASSET MANAGEMENT LLC/TN | $1,526 | 92 | Hold |