| 1 | LPL Financial LLC | $1.5M | 48,939 | Trimmed |
| 2 | IHT Wealth Management, LLC | $1.5M | 48,456 | Added |
| 3 | PACIFIC SUN FINANCIAL CORP | $1.4M | 44,854 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $985,785 | 31,287 | Trimmed |
| 5 | Cassaday & Co Wealth Management LLC | $630,154 | 20,000 | Hold |
| 6 | Winter & Associates, Inc. | $608,220 | 19,225 | Added |
| 7 | Focus Partners Advisor Solutions, LLC | $605,736 | 19,225 | Added |
| 8 | Betterment LLC | $549,000 | 17,408 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $453,427 | 14,391 | New |
| 10 | MORGAN STANLEY | $353,674 | 11,225 | Trimmed |
| 11 | Cornerstone Wealth Management, LLC | $333,868 | 10,596 | Trimmed |
| 12 | INTEGRITY ALLIANCE, LLC. | $326,102 | 10,349 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $284,643 | 9,034 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $281,800 | 8,944 | Added |
| 15 | Cetera Investment Advisers | $258,543 | 8,206 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $254,000 | 8,074 | Trimmed |
| 17 | CreativeOne Wealth, LLC | $238,198 | 7,560 | Hold |
| 18 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $223,011 | 7,078 | New |
| 19 | BRYN MAWR TRUST Co | $104,637 | 3,321 | Hold |
| 20 | Steward Partners Investment Advisory, LLC | $98,918 | 3,139 | Trimmed |
| 21 | BANK OF MONTREAL /CAN/ | $68,372 | 2,170 | Hold |
| 22 | Geneos Wealth Management Inc. | $56,718 | 1,800 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $41,719 | 1,323 | Trimmed |
| 24 | Founders Financial Alliance, LLC | $37,809 | 1,200 | New |
| 25 | PNC Financial Services Group, Inc. | $33,834 | 1,074 | Trimmed |