| 1 | MORGAN STANLEY | $23.0M | 352,659 | Trimmed |
| 2 | Cetera Investment Advisers | $17.6M | 270,252 | Added |
| 3 | LPL Financial LLC | $12.3M | 189,650 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $4.7M | 71,704 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $4.1M | 63,604 | Trimmed |
| 6 | Goldstein Advisors, LLC | $2.4M | 36,963 | Trimmed |
| 7 | Gladstone Institutional Advisory LLC | $2.4M | 36,140 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.2M | 33,665 | Added |
| 9 | CITADEL ADVISORS LLC | $2.0M | 31,012 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 30,351 | Trimmed |
| 11 | Rockefeller Capital Management L.P. | $1.9M | 29,413 | Added |
| 12 | HighTower Advisors, LLC | $1.7M | 26,648 | Added |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 26,061 | Trimmed |
| 14 | CHOREO, LLC | $1.6M | 24,936 | Added |
| 15 | UBS Group AG | $1.5M | 22,398 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $1.4M | 22,182 | Added |
| 17 | Brand Asset Management Group, Inc. | $1.4M | 21,528 | Trimmed |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 21,429 | Trimmed |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.3M | 19,940 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $1.1M | 17,277 | Trimmed |
| 21 | Royal Bank of Canada | $757,000 | 11,632 | Added |
| 22 | Strategic Financial Planning, Inc. | $750,224 | 1,149 | Trimmed |
| 23 | KFA Private Wealth Group, LLC | $701,670 | 10,780 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $697,309 | 10,713 | Added |
| 25 | JIM SAULNIER & ASSOCIATES, LLC | $660,527 | 10,148 | Trimmed |