| 1 | RAYMOND JAMES FINANCIAL INC | $10.5M | 1.2M | Added |
| 2 | LPL Financial LLC | $1.9M | 226,482 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 179,909 | Added |
| 4 | Cetera Investment Advisers | $1.5M | 176,832 | Added |
| 5 | Cerity Partners LLC | $826,732 | 97,500 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $552,712 | 65,186 | Added |
| 7 | Elequin Capital, LP | $521,731 | 61,530 | New |
| 8 | Park Edge Advisors, LLC | $403,748 | 47,616 | Added |
| 9 | HUNTINGTON NATIONAL BANK | $280,207 | 0 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $232,620 | 27,433 | Added |
| 11 | OSAIC HOLDINGS, INC. | $193,896 | 22,866 | Added |
| 12 | Stratos Wealth Partners, LTD. | $191,823 | 22,622 | New |
| 13 | Formidable Asset Management, LLC | $181,592 | 21,826 | New |
| 14 | MGO ONE SEVEN LLC | $171,389 | 20,213 | Added |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $157,690 | 18,597 | Hold |
| 16 | Hamrick Investment Counsel, llc | $139,485 | 16,450 | Trimmed |
| 17 | Royal Bank of Canada | $121,000 | 14,214 | Trimmed |
| 18 | OpenArc Corporate Advisory, LLC | $105,779 | 12,475 | Hold |
| 19 | Pines Wealth Management, LLC | $95,901 | 11,310 | Hold |
| 20 | Waverly Advisors, LLC | $92,925 | 10,959 | New |
| 21 | Kapstone Financial Advisors LLC | $85,709 | 10,108 | Hold |
| 22 | NewEdge Advisors, LLC | $84,793 | 10,000 | New |
| 23 | WELLS FARGO & COMPANY/MN | $24,776 | 2,922 | Hold |
| 24 | HAZLETT, BURT & WATSON, INC. | $21,000 | 2,502 | Hold |
| 25 | CoreCap Advisors, LLC | $17,922 | 2,114 | Added |