| 1 | BANK OF AMERICA CORP /DE/ | $23.3M | 950,000 | Hold |
| 2 | PRINCIPAL SECURITIES, INC. | $22.3M | 910,332 | Added |
| 3 | AE Wealth Management LLC | $14.5M | 591,003 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $11.1M | 451,171 | Added |
| 5 | Mid-American Wealth Advisory Group, Inc. | $10.2M | 390,670 | Hold |
| 6 | CreativeOne Wealth, LLC | $7.9M | 323,140 | Added |
| 7 | Elevated Capital Advisors, LLC | $7.1M | 287,955 | Added |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.7M | 271,391 | Added |
| 9 | Prime Capital Investment Advisors, LLC | $6.1M | 247,287 | New |
| 10 | Brookstone Capital Management | $5.0M | 202,103 | Added |
| 11 | Global View Capital Management LLC | $4.0M | 163,714 | New |
| 12 | Key Capital Management, INC | $3.8M | 155,904 | Added |
| 13 | Strategic Blueprint, LLC | $3.6M | 146,263 | Added |
| 14 | RiverTree Advisors, LLC | $3.1M | 126,641 | New |
| 15 | HOWARD BAILEY SECURITIES, LLC | $2.9M | 116,907 | Added |
| 16 | Brookwood Investment Group LLC | $2.7M | 111,070 | Added |
| 17 | Farther Finance Advisors, LLC | $2.6M | 107,526 | Added |
| 18 | Tradition Wealth Management, LLC | $2.3M | 93,884 | New |
| 19 | B.O.S.S. Retirement Advisors, LLC | $2.2M | 90,970 | Added |
| 20 | PRIVATE CLIENT SERVICES, LLC | $2.0M | 82,340 | New |
| 21 | Park Edge Advisors, LLC | $2.0M | 81,487 | Added |
| 22 | FSA Advisors, Inc. | $2.0M | 80,536 | Added |
| 23 | Networth Advisors, LLC | $1.7M | 69,724 | Added |
| 24 | Beacon Capital Management, LLC | $1.6M | 64,905 | Trimmed |
| 25 | Altiora Financial Group, LLC | $1.6M | 63,289 | New |