| 1 | Cooper Capital Advisors LLC | $3.1M | 103,629 | Hold |
| 2 | Madrona Financial Services, LLC | $2.1M | 67,680 | New |
| 3 | Cetera Investment Advisers | $1.6M | 53,702 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,389 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.2M | 38,822 | Trimmed |
| 6 | HARBOUR INVESTMENTS, INC. | $972,409 | 32,071 | Added |
| 7 | Valmark Advisers, Inc. | $955,399 | 31,510 | Hold |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $759,899 | 25,009 | New |
| 9 | Advisory Services Network, LLC | $599,232 | 19,763 | Added |
| 10 | Gallagher Fiduciary Advisors, LLC | $573,815 | 18,925 | Added |
| 11 | Ignite Planners, LLC | $537,734 | 17,735 | Hold |
| 12 | Foundations Investment Advisors, LLC | $521,513 | 17,200 | Trimmed |
| 13 | Crusonia Wealth Advisors LLC | $517,025 | 17,052 | Hold |
| 14 | Kestra Advisory Services, LLC | $512,507 | 16,903 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $489,615 | 16,148 | Trimmed |
| 16 | Americana Partners, LLC | $417,938 | 13,784 | Trimmed |
| 17 | Capasso Planning Partners LLC | $415,057 | 13,689 | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $410,024 | 13,523 | Added |
| 19 | Buck Wealth Strategies, LLC | $381,735 | 12,590 | Added |
| 20 | OSAIC HOLDINGS, INC. | $380,583 | 12,552 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $350,899 | 11,573 | New |
| 22 | Legacy Capital Wealth Partners, LLC | $322,701 | 10,643 | Hold |
| 23 | LPL Financial LLC | $302,932 | 9,991 | Added |
| 24 | MILESTONE ASSET MANAGEMENT, LLC | $298,232 | 9,836 | Added |
| 25 | Ameritas Advisory Services, LLC | $281,647 | 9,289 | New |