| 1 | Wealthcare Advisory Partners LLC | $2.9M | 115,796 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $2.8M | 110,806 | Trimmed |
| 3 | Thomas J. Herzfeld Advisors, Inc. | $1.2M | 49,141 | New |
| 4 | Foundations Investment Advisors, LLC | $1.1M | 45,816 | Added |
| 5 | Janney Montgomery Scott LLC | $991,000 | 39,849 | New |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $951,229 | 38,248 | Trimmed |
| 7 | LPL Financial LLC | $878,058 | 35,306 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $721,101 | 28,996 | Added |
| 9 | Cetera Investment Advisers | $701,856 | 28,221 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $664,338 | 26,712 | New |
| 11 | Wealthcare Capital Partners, LLC | $456,986 | 18,375 | New |
| 12 | JANE STREET GROUP, LLC | $433,584 | 17,434 | New |
| 13 | First Affirmative Financial Network | $432,944 | 17,408 | Trimmed |
| 14 | Arkadios Wealth Advisors | $425,799 | 17,121 | New |
| 15 | Avior Wealth Management, LLC | $422,899 | 17,004 | Trimmed |
| 16 | WEALTHCARE CAPITAL MANAGEMENT LLC | $348,503 | 14,013 | Added |
| 17 | MORGAN STANLEY | $327,833 | 13,181 | Trimmed |
| 18 | SimpliFi, Inc. | $304,500 | 12,244 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $286,254 | 11,510 | Hold |
| 20 | WealthBridge Capital Management, LLC | $225,486 | 9,067 | Added |
| 21 | Net Worth Advisory Group | $219,140 | 8,811 | Added |
| 22 | Private Advisor Group, LLC | $217,958 | 8,764 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $215,623 | 8,670 | New |
| 24 | Mechanics Financial Corp | $42,279 | 1,700 | Hold |
| 25 | Hurley Capital, LLC | $27,020 | 1,086 | Added |