| 1 | Kestra Advisory Services, LLC | $2.9M | 165,831 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.7M | 158,164 | Trimmed |
| 3 | Royal Bank of Canada | $1.9M | 111,778 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.6M | 94,336 | Added |
| 5 | Janney Montgomery Scott LLC | $1.6M | 90,350 | Added |
| 6 | LPL Financial LLC | $1.5M | 89,779 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 83,244 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $1.1M | 64,753 | New |
| 9 | UBS Group AG | $1.1M | 63,418 | Added |
| 10 | Pasadena Private Wealth, LLC | $1.0M | 59,161 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $832,706 | 48,245 | Added |
| 12 | Lido Advisors, LLC | $568,890 | 32,960 | Added |
| 13 | Camarda Financial Advisors, LLC | $378,581 | 21,934 | Added |
| 14 | FIFTH THIRD BANCORP | $294,024 | 17,035 | New |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | $276,328 | 16,010 | Trimmed |
| 16 | Fiduciary Group, LLC | $267,703 | 15,510 | New |
| 17 | Cambridge Investment Research Advisors, Inc. | $256,000 | 14,810 | Hold |
| 18 | HighTower Advisors, LLC | $241,685 | 14,003 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $188,134 | 10,900 | New |
| 20 | Strategic Financial Concepts, LLC | $183,599 | 10,637 | New |
| 21 | Aptus Capital Advisors, LLC | $157,273 | 9,112 | Hold |
| 22 | MORGAN STANLEY | $119,607 | 6,929 | Added |
| 23 | Allworth Financial LP | $119,401 | 6,918 | Added |
| 24 | Advisory Services Network, LLC | $57,569 | 3,335 | New |
| 25 | STANCE CAPITAL LLC | $44,151 | 2,558 | New |