| 1 | MORGAN STANLEY | $23.3M | 275,515 | Trimmed |
| 2 | Orion Porfolio Solutions, LLC | $17.0M | 200,974 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $14.3M | 168,250 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $12.8M | 150,578 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $11.1M | 130,986 | Trimmed |
| 6 | LPL Financial LLC | $8.4M | 98,635 | Added |
| 7 | Royal Bank of Canada | $4.3M | 50,220 | Trimmed |
| 8 | WealthPlan Investment Management, LLC | $4.1M | 48,091 | Trimmed |
| 9 | Mendel Capital Management LLC | $4.0M | 47,426 | Added |
| 10 | TOTH FINANCIAL ADVISORY CORP | $4.0M | 47,182 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $4.0M | 47,015 | Added |
| 12 | OSAIC HOLDINGS, INC. | $3.7M | 43,385 | Trimmed |
| 13 | Cetera Investment Advisers | $3.3M | 38,837 | Added |
| 14 | Coston, McIsaac & Partners | $3.0M | 35,380 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.7M | 32,408 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $2.6M | 30,805 | Trimmed |
| 17 | WealthPLAN Partners, LLC | $2.5M | 29,817 | Trimmed |
| 18 | Mirae Asset Global Investments Co., Ltd. | $2.1M | 24,500 | Trimmed |
| 19 | World Investment Advisors | $1.7M | 20,340 | Added |
| 20 | Golden State Equity Partners | $1.7M | 20,333 | Added |
| 21 | Concord Wealth Partners | $1.1M | 13,357 | Trimmed |
| 22 | Concord Asset Management, LLC/VA | $1.1M | 13,357 | Trimmed |
| 23 | CFS Investment Advisory Services, LLC | $1.1M | 11,891 | Added |
| 24 | AMJ Financial Wealth Management | $956,701 | 11,294 | Added |
| 25 | Geneos Wealth Management Inc. | $904,136 | 10,673 | Added |