| 1 | PRINCIPAL SECURITIES, INC. | $100.2M | 4.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $98.0M | 4.7M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $19.7M | 953,027 | Added |
| 4 | Spartan Wealth Advisory Services LLC | $10.5M | 509,255 | New |
| 5 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $4.9M | 239,466 | New |
| 6 | Insight Wealth Partners, LLC | $4.7M | 226,628 | Added |
| 7 | Western Wealth Management, LLC | $2.8M | 134,126 | New |
| 8 | GOLDMAN SACHS GROUP INC | $2.0M | 96,715 | Added |
| 9 | Mariner, LLC | $2.0M | 96,224 | Trimmed |
| 10 | Royal Bank of Canada | $1.6M | 76,048 | Added |
| 11 | CITADEL ADVISORS LLC | $1.1M | 54,980 | New |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $968,947 | 47,103 | Hold |
| 13 | JANE STREET GROUP, LLC | $747,751 | 36,230 | New |
| 14 | LPL Financial LLC | $319,899 | 15,500 | Added |
| 15 | AlphaCore Capital LLC | $242,756 | 11,762 | Hold |
| 16 | Gladstone Institutional Advisory LLC | $200,544 | 9,716 | Added |
| 17 | Sound Income Strategies, LLC | $50,207 | 2,441 | Trimmed |
| 18 | Smartleaf Asset Management LLC | $31,223 | 1,523 | Hold |
| 19 | PRIVATE TRUST CO NA | $20,639 | 1,000 | Hold |
| 20 | IFP Advisors, Inc | $5,015 | 243 | New |
| 21 | Golden State Equity Partners | $515 | 25 | New |
| 22 | Pinnacle Bancorp, Inc. | $268 | 13 | Hold |
| 23 | Capital Investment Advisory Services, LLC | $165 | 8 | Hold |
| 24 | MORGAN STANLEY | $43 | 2 | Hold |
| 25 | WELLS FARGO & COMPANY/MN | $4 | 0 | Exited |