| 1 | MORGAN STANLEY | $2.5M | 197,784 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $2.4M | 195,137 | Trimmed |
| 3 | LPL Financial LLC | $2.3M | 187,717 | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $1.5M | 119,952 | Added |
| 5 | Cetera Investment Advisers | $1.3M | 102,755 | Added |
| 6 | Western Wealth Management, LLC | $662,052 | 53,007 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $634,643 | 50,812 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $578,750 | 46,337 | Added |
| 9 | INTEGRITY ALLIANCE, LLC. | $486,486 | 38,950 | Hold |
| 10 | Royal Bank of Canada | $458,000 | 36,674 | Added |
| 11 | KINGSWOOD WEALTH ADVISORS, LLC | $453,387 | 36,300 | Added |
| 12 | STIFEL FINANCIAL CORP | $438,811 | 35,133 | Trimmed |
| 13 | Diversify Advisory Services, LLC | $342,886 | 28,036 | New |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $342,886 | 28,036 | Hold |
| 15 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $331,373 | 26,400 | Hold |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $320,264 | 25,642 | Added |
| 17 | IHT Wealth Management, LLC | $316,707 | 25,357 | Trimmed |
| 18 | Steward Partners Investment Advisory, LLC | $271,033 | 21,700 | New |
| 19 | NewEdge Advisors, LLC | $219,872 | 17,604 | Hold |
| 20 | SHUFRO ROSE & CO LLC | $218,575 | 17,500 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $185,460 | 14,849 | Added |
| 22 | Plan Group Financial, LLC | $148,803 | 11,914 | Hold |
| 23 | Stratos Wealth Partners, LTD. | $138,089 | 11,056 | Hold |
| 24 | STALEY CAPITAL ADVISERS INC | $124,900 | 10,000 | Hold |
| 25 | Allworth Financial LP | $108,101 | 8,655 | Hold |