| 1 | RAYMOND JAMES FINANCIAL INC | $15.9M | 619,264 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 567,728 | Trimmed |
| 3 | Cetera Investment Advisers | $7.6M | 294,275 | Trimmed |
| 4 | Maltin Wealth Management, Inc. | $4.3M | 165,156 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $4.0M | 155,894 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.7M | 143,700 | Trimmed |
| 7 | US BANCORP \DE\ | $3.2M | 122,575 | Hold |
| 8 | Grant Street Asset Management, Inc. | $3.1M | 120,239 | Trimmed |
| 9 | Financial Engines Advisors L.L.C. | $2.6M | 100,550 | Trimmed |
| 10 | Orion Porfolio Solutions, LLC | $2.1M | 83,307 | Trimmed |
| 11 | SILVER OAK SECURITIES, INCORPORATED | $1.8M | 70,355 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 66,588 | Added |
| 13 | Kestra Advisory Services, LLC | $1.6M | 63,677 | Added |
| 14 | IFP Advisors, Inc | $1.2M | 47,839 | Trimmed |
| 15 | Cypress Wealth Services, LLC | $1.2M | 47,519 | Hold |
| 16 | Ignite Planners, LLC | $1.1M | 42,957 | Trimmed |
| 17 | WEALTHGARDEN F.S. LLC | $942,291 | 36,594 | Hold |
| 18 | NorthCrest Asset Manangement, LLC | $907,077 | 35,090 | Trimmed |
| 19 | Clear Creek Financial Management, LLC | $840,171 | 32,628 | Trimmed |
| 20 | SECURED RETIREMENT ADVISORS, LLC | $802,937 | 31,182 | Trimmed |
| 21 | OPPENHEIMER & CO INC | $733,360 | 28,480 | Trimmed |
| 22 | HARBOUR INVESTMENTS, INC. | $603,735 | 23,446 | Added |
| 23 | SOA Wealth Advisors, LLC. | $567,421 | 22,036 | Trimmed |
| 24 | OLD MISSION CAPITAL LLC | $522,931 | 20,308 | New |
| 25 | EP Wealth Advisors, LLC | $516,391 | 20,054 | Trimmed |