| 1 | LPL Financial LLC | $11.0M | 487,325 | Added |
| 2 | Capital Investment Advisory Services, LLC | $10.6M | 469,977 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.0M | 134,664 | Added |
| 4 | HARBOUR INVESTMENTS, INC. | $2.2M | 98,049 | Added |
| 5 | Boyce & Associates Wealth Consulting, Inc. | $1.9M | 84,131 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 80,636 | Added |
| 7 | Proactive Wealth Strategies LLC | $1.3M | 56,393 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.3M | 55,861 | Trimmed |
| 9 | Cetera Investment Advisers | $1.1M | 47,416 | Added |
| 10 | OSAIC HOLDINGS, INC. | $928,092 | 41,231 | Trimmed |
| 11 | SMITH, MOORE & CO. | $629,015 | 27,950 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $469,223 | 20,850 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $418,525 | 18,597 | Trimmed |
| 14 | Aurora Private Wealth, Inc. | $375,000 | 16,321 | Trimmed |
| 15 | Integrated Wealth Concepts LLC | $299,264 | 13,298 | New |
| 16 | Janney Montgomery Scott LLC | $234,000 | 10,388 | New |
| 17 | Kestra Advisory Services, LLC | $225,475 | 10,019 | Added |
| 18 | CWM, LLC | $98,909 | 4,395 | New |
| 19 | IFP Advisors, Inc | $75,617 | 3,360 | Hold |
| 20 | NewEdge Advisors, LLC | $69,708 | 11,195 | Added |
| 21 | Larson Financial Group LLC | $58,513 | 2,600 | Hold |
| 22 | Western Wealth Management, LLC | $50,591 | 2,248 | New |
| 23 | MORGAN STANLEY | $44,314 | 1,969 | Added |
| 24 | Rockefeller Capital Management L.P. | $24,170 | 1,074 | Hold |
| 25 | Decker Retirement Planning Inc. | $17,081 | 759 | Hold |