| 1 | James Reed Financial Services, Inc. | $29.2M | 163,881 | Trimmed |
| 2 | Trinity Wealth Management, LLC | $17.8M | 99,753 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 60,343 | Trimmed |
| 4 | G&S Capital LLC | $1.2M | 6,917 | Added |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | $1.0M | 5,827 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $935,550 | 5,248 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $874,000 | 4,902 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $856,000 | 4,802 | New |
| 9 | Keystone Financial Group | $778,904 | 4,369 | Hold |
| 10 | QTR Family Wealth, LLC | $763,021 | 4,280 | Trimmed |
| 11 | BCGM Wealth Management, LLC | $706,728 | 3,964 | Hold |
| 12 | Strategic Blueprint, LLC | $648,404 | 3,637 | Hold |
| 13 | CLIENT 1ST ADVISORY GROUP, LLC | $556,947 | 3,124 | Hold |
| 14 | Cypress Wealth Services, LLC | $471,347 | 2,644 | Added |
| 15 | TKG Advisors, LLC | $318,943 | 1,789 | Added |
| 16 | CHOREO, LLC | $313,595 | 1,759 | Hold |
| 17 | TD Waterhouse Canada Inc. | $302,599 | 1,694 | Trimmed |
| 18 | 46 Peaks LLC | $269,916 | 1,514 | Trimmed |
| 19 | J.W. COLE ADVISORS, INC. | $262,863 | 1,474 | Trimmed |
| 20 | Capital Investment Advisory Services, LLC | $145,120 | 814 | Hold |
| 21 | Farther Finance Advisors, LLC | $95,401 | 535 | Added |
| 22 | Glass Jacobson Investment Advisors llc | $30,702 | 172 | Hold |
| 23 | CITIGROUP INC | $15,510 | 87 | New |
| 24 | CoreCap Advisors, LLC | $13,287 | 75 | Added |
| 25 | Rosenberg Matthew Hamilton | $11,232 | 63 | Hold |