| 1 | IHT Wealth Management, LLC | $1.7M | 48,025 | Trimmed |
| 2 | LPL Financial LLC | $1.5M | 41,141 | Trimmed |
| 3 | PACIFIC SUN FINANCIAL CORP | $1.4M | 40,590 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.2M | 35,352 | Added |
| 5 | Cassaday & Co Wealth Management LLC | $705,314 | 20,000 | Hold |
| 6 | MORGAN STANLEY | $648,124 | 18,378 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $630,050 | 17,866 | Added |
| 8 | Betterment LLC | $614,000 | 17,397 | Trimmed |
| 9 | Winter & Associates, Inc. | $485,926 | 13,779 | Trimmed |
| 10 | Focus Partners Advisor Solutions, LLC | $485,926 | 13,779 | Trimmed |
| 11 | COMPASS FINANCIAL MANAGEMENT LLC | $423,820 | 11,299 | New |
| 12 | Cetera Investment Advisers | $414,655 | 11,758 | Added |
| 13 | INTEGRITY ALLIANCE, LLC. | $366,275 | 10,386 | Added |
| 14 | Cornerstone Wealth Management, LLC | $348,995 | 9,896 | Trimmed |
| 15 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $294,574 | 8,353 | Added |
| 16 | CreativeOne Wealth, LLC | $266,609 | 7,560 | Hold |
| 17 | Cambridge Investment Research Advisors, Inc. | $248,000 | 7,036 | Trimmed |
| 18 | TWO SIGMA INVESTMENTS, LP | $239,807 | 6,800 | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $213,518 | 6,055 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $208,914 | 5,924 | New |
| 21 | Steward Partners Investment Advisory, LLC | $112,625 | 3,194 | Added |
| 22 | BANK OF MONTREAL /CAN/ | $76,527 | 2,170 | Hold |
| 23 | Geneos Wealth Management Inc. | $63,486 | 1,800 | Hold |
| 24 | OSAIC HOLDINGS, INC. | $45,659 | 1,294 | Trimmed |
| 25 | Global Retirement Partners, LLC | $44,008 | 1,248 | New |