| 1 | LPL Financial LLC | $21.2M | 1.2M | Added |
| 2 | Royal Bank of Canada | $14.5M | 810,328 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $5.9M | 328,026 | Added |
| 4 | PARK NATIONAL CORP /OH/ | $4.7M | 262,713 | Trimmed |
| 5 | MORGAN STANLEY | $4.2M | 233,782 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 215,792 | Trimmed |
| 7 | Cetera Investment Advisers | $3.7M | 209,145 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $3.2M | 177,391 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 135,423 | Trimmed |
| 10 | D.A. DAVIDSON & CO. | $1.4M | 79,567 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 78,944 | Added |
| 12 | JANE STREET GROUP, LLC | $1.3M | 72,570 | New |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.3M | 70,339 | Added |
| 14 | Security National Bank | $1.1M | 62,974 | Added |
| 15 | Gladstone Institutional Advisory LLC | $1.0M | 57,649 | New |
| 16 | Lauer Wealth, LLC | $977,819 | 53,580 | Added |
| 17 | Kestra Advisory Services, LLC | $748,076 | 41,909 | Trimmed |
| 18 | MANCHESTER FINANCIAL INC | $696,579 | 39,024 | Added |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $694,240 | 38,893 | New |
| 20 | Modern Wealth Management, LLC | $681,099 | 37,871 | Trimmed |
| 21 | Summit Financial, LLC | $628,641 | 35,218 | Trimmed |
| 22 | Rockefeller Capital Management L.P. | $558,252 | 31,274 | Added |
| 23 | Treasure Coast Financial Planning | $489,608 | 27,429 | Hold |
| 24 | OSAIC HOLDINGS, INC. | $469,745 | 26,317 | Trimmed |
| 25 | Chris Bulman Inc | $465,121 | 26,057 | Added |