| 1 | LBMC INVESTMENT ADVISORS, LLC | $34.2M | 1.5M | Added |
| 2 | MORGAN STANLEY | $32.6M | 1.4M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.4M | 1.1M | Added |
| 4 | Baltimore-Washington Financial Advisors, Inc. | $15.2M | 652,314 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 534,862 | Trimmed |
| 6 | THREADGILL FINANCIAL, LLC | $11.3M | 486,139 | Added |
| 7 | Scissortail Wealth Management, LLC | $11.3M | 485,371 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $9.6M | 414,007 | Trimmed |
| 9 | LPL Financial LLC | $8.6M | 369,594 | Added |
| 10 | Commonwealth Financial Services, LLC | $8.2M | 351,976 | Added |
| 11 | LITTLEJOHN FINANCIAL SERVICES, INC. | $5.9M | 251,958 | Added |
| 12 | Delta Wealth Advisors LLC | $5.1M | 218,408 | Added |
| 13 | Stratos Wealth Partners, LTD. | $4.9M | 210,396 | Added |
| 14 | Bradley & Co. Private Wealth Management, LLC | $3.4M | 144,942 | Hold |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.4M | 144,293 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $2.9M | 126,548 | Added |
| 17 | Keeler Thomas Management LLC | $2.8M | 118,244 | Trimmed |
| 18 | Straight Path Wealth Management | $2.7M | 116,548 | Added |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 108,461 | Added |
| 20 | Ironwood Financial, llc | $2.4M | 103,945 | Added |
| 21 | Integrated Wealth Concepts LLC | $2.3M | 100,777 | Added |
| 22 | Sigma Planning Corp | $1.8M | 77,357 | Added |
| 23 | Penobscot Investment Management Company, Inc. | $1.7M | 72,335 | Added |
| 24 | Lido Advisors, LLC | $1.6M | 67,870 | Trimmed |
| 25 | BlackRock, Inc. | $1.6M | 67,554 | Added |