| 1 | BANK OF AMERICA CORP /DE/ | $18.0M | 252,117 | Added |
| 2 | Joseph Group Capital Management | $7.7M | 107,983 | Added |
| 3 | MORGAN STANLEY | $7.1M | 99,324 | Added |
| 4 | Joseph P. Lucia & Associates, LLC | $5.6M | 78,825 | Trimmed |
| 5 | Davis Investment Partners, LLC | $4.7M | 66,324 | Added |
| 6 | LPL Financial LLC | $4.7M | 65,924 | Trimmed |
| 7 | JPMORGAN CHASE & CO | $4.4M | 62,748 | Trimmed |
| 8 | Cetera Investment Advisers | $3.8M | 53,849 | Trimmed |
| 9 | Allen Capital Group, LLC | $3.6M | 51,087 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $3.6M | 50,105 | Trimmed |
| 11 | Yoder Wealth Management, Inc. | $3.2M | 44,502 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $3.2M | 44,431 | Trimmed |
| 13 | UBS Group AG | $2.9M | 41,288 | Trimmed |
| 14 | PGIM Custom Harvest LLC | $2.8M | 39,208 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $2.7M | 37,425 | Added |
| 16 | ARKANSAS FINANCIAL GROUP, INC. | $2.7M | 36,111 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $2.2M | 30,735 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.9M | 26,194 | Added |
| 19 | Ausdal Financial Partners, Inc. | $1.6M | 22,740 | Added |
| 20 | Walker Asset Management, LLC | $1.6M | 21,765 | Added |
| 21 | Sunbelt Securities, Inc. | $1.5M | 20,838 | Added |
| 22 | HARBOUR INVESTMENTS, INC. | $1.4M | 19,272 | Added |
| 23 | Private Advisor Group, LLC | $1.3M | 17,949 | Trimmed |
| 24 | HighTower Advisors, LLC | $1.3M | 17,910 | Trimmed |
| 25 | TWO SIGMA INVESTMENTS, LP | $1.2M | 17,000 | New |