| 1 | JPMORGAN CHASE & CO | $108.1M | 5.8M | Added |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $16.2M | 864,082 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.0M | 857,465 | Added |
| 4 | MORGAN STANLEY | $15.0M | 803,812 | Added |
| 5 | Financial Enhancement Group LLC | $12.6M | 676,284 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $9.0M | 482,118 | Trimmed |
| 7 | CacheTech Inc. | $8.8M | 471,454 | Added |
| 8 | Adams Wealth Management | $8.3M | 443,506 | Added |
| 9 | Parkside Investments, LLC | $7.6M | 404,065 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 318,583 | Trimmed |
| 11 | Hilltop Holdings Inc. | $5.8M | 309,674 | Added |
| 12 | Regal Investment Advisors LLC | $4.6M | 247,126 | Added |
| 13 | Bleakley Financial Group, LLC | $4.5M | 242,096 | Added |
| 14 | Brookwood Investment Group LLC | $4.2M | 224,118 | New |
| 15 | Royal Bank of Canada | $3.7M | 197,932 | Trimmed |
| 16 | Pekin Hardy Strauss, Inc. | $3.6M | 192,472 | Trimmed |
| 17 | BCS Private Wealth Management, Inc. | $3.4M | 181,845 | Trimmed |
| 18 | Opes Wealth Management LLC | $3.2M | 169,559 | Added |
| 19 | Professional Financial Management, Inc. | $3.2M | 168,644 | Added |
| 20 | Ballew Advisors, Inc | $2.7M | 147,432 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.1M | 112,746 | Added |
| 22 | Avos Capital Management, LLC | $1.7M | 93,126 | Added |
| 23 | HighTower Advisors, LLC | $1.5M | 80,155 | Added |
| 24 | Chicago Partners Investment Group LLC | $1.3M | 72,263 | Hold |
| 25 | LPL Financial LLC | $1.1M | 56,384 | Trimmed |