| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $14.2M | 431,117 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $6.2M | 188,403 | Added |
| 3 | LPL Financial LLC | $3.9M | 118,548 | Trimmed |
| 4 | MATHER GROUP, LLC. | $2.3M | 69,501 | New |
| 5 | Retirement Planning Group, LLC | $2.2M | 66,767 | New |
| 6 | Cetera Investment Advisers | $1.6M | 46,911 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.4M | 43,188 | Trimmed |
| 8 | Prospera Financial Services Inc | $928,530 | 28,102 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $647,958 | 19,610 | Hold |
| 10 | Gaddis Premier Wealth Advisors LLC | $636,463 | 19,262 | Trimmed |
| 11 | Royal Bank of Canada | $591,000 | 17,877 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $510,634 | 15,454 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $340,277 | 10,298 | Trimmed |
| 14 | Lunt Capital Management, Inc. | $237,507 | 7,188 | Hold |
| 15 | Centric Wealth Management | $222,379 | 6,321 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $201,609 | 6,102 | Trimmed |
| 17 | WELLS FARGO & COMPANY/MN | $82,572 | 2,499 | Hold |
| 18 | Geneos Wealth Management Inc. | $35,188 | 1,065 | Hold |
| 19 | Aptus Capital Advisors, LLC | $27,491 | 832 | New |
| 20 | Rockefeller Capital Management L.P. | $24,881 | 753 | Hold |
| 21 | HARBOUR INVESTMENTS, INC. | $23,493 | 711 | New |
| 22 | Advisory Services Network, LLC | $11,433 | 346 | New |
| 23 | UBS Group AG | $2,544 | 77 | Added |
| 24 | Stratos Wealth Partners, LTD. | $0 | 0 | Exited |
| 25 | Ausdal Financial Partners, Inc. | $0 | 0 | Exited |