| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $7.9M | 180,172 | Trimmed |
| 2 | Private Advisor Group, LLC | $7.7M | 175,756 | Added |
| 3 | CITIGROUP INC | $4.8M | 108,166 | Added |
| 4 | HEFFERNAN ADVISORY, INC | $3.9M | 89,021 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.9M | 66,452 | Added |
| 6 | Wealthcare Advisory Partners LLC | $2.7M | 62,099 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 52,027 | Added |
| 8 | XML Financial, LLC | $1.7M | 38,402 | Trimmed |
| 9 | Anson Capital, Inc. | $1.7M | 37,930 | Added |
| 10 | Kestra Advisory Services, LLC | $1.4M | 32,883 | Trimmed |
| 11 | CX Institutional | $1.2M | 26,197 | Added |
| 12 | Wealthcare Capital Partners, LLC | $1.1M | 24,380 | Added |
| 13 | First Heartland Consultants, Inc. | $979,015 | 22,249 | Added |
| 14 | Centurion Wealth Management LLC | $949,629 | 21,581 | Trimmed |
| 15 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $948,093 | 21,546 | Added |
| 16 | Farther Finance Advisors, LLC | $912,429 | 20,736 | Added |
| 17 | Prospera Financial Services Inc | $816,359 | 18,552 | Added |
| 18 | Atria Investments, Inc | $692,909 | 15,747 | Added |
| 19 | STEPHENS INC /AR/ | $636,058 | 14,455 | Hold |
| 20 | LongView Wealth Management | $425,141 | 9,662 | Added |
| 21 | Compound Planning, Inc. | $395,501 | 8,988 | Added |
| 22 | Sepio Capital, LP | $333,056 | 7,569 | Hold |
| 23 | Concurrent Investment Advisors, LLC | $329,664 | 7,492 | Trimmed |
| 24 | TD Waterhouse Canada Inc. | $329,274 | 7,453 | Hold |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312,191 | 7,008 | Trimmed |