| 1 | CITIGROUP INC | $4.0M | 30,054 | Added |
| 2 | Spire Wealth Management | $3.7M | 28,286 | New |
| 3 | Finivi Inc. | $3.5M | 26,758 | New |
| 4 | Merit Financial Group, LLC | $1.6M | 12,181 | Hold |
| 5 | FSA WEALTH PARTNERS, INC. | $1.4M | 10,813 | New |
| 6 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M | 9,867 | Added |
| 7 | CoreCap Advisors, LLC | $1.2M | 8,768 | Trimmed |
| 8 | SPINNAKER TRUST | $885,731 | 6,705 | Hold |
| 9 | PARK AVENUE SECURITIES LLC | $475,000 | 3,596 | Added |
| 10 | Kaizen Financial Strategies | $370,682 | 2,722 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $355,800 | 2,693 | Hold |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $348,613 | 2,639 | Trimmed |
| 13 | ORSER CAPITAL MANAGEMENT, LLC | $317,320 | 2,000 | Hold |
| 14 | Kestra Advisory Services, LLC | $234,538 | 1,775 | New |
| 15 | Corecam Pte. Ltd. | $233,817 | 1,770 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $212,417 | 1,608 | New |
| 17 | First Growth Capital LLC | $200,132 | 1,515 | New |
| 18 | NBC SECURITIES, INC. | $106,858 | 808 | Hold |
| 19 | Capital Investment Advisory Services, LLC | $55,528 | 420 | Hold |
| 20 | Barnes Dennig Private Wealth Management LLC | $28,269 | 214 | New |
| 21 | AdvisorNet Financial, Inc | $9,998 | 76 | New |
| 22 | Realta Investment Advisors | $7,926 | 60 | Added |
| 23 | Golden State Wealth Management, LLC | $7,266 | 55 | Hold |
| 24 | IFP Advisors, Inc | $5,284 | 40 | Hold |
| 25 | Central Pacific Bank - Trust Division | $4,227 | 32 | Hold |