| 1 | BANK OF AMERICA CORP /DE/ | $39.5M | 1.2M | Added |
| 2 | Bensler, LLC | $27.8M | 863,503 | Trimmed |
| 3 | LPL Financial LLC | $23.7M | 735,949 | Added |
| 4 | UBS Group AG | $11.3M | 349,929 | Added |
| 5 | Savvy Advisors, Inc. | $10.5M | 325,094 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $6.8M | 210,987 | Added |
| 7 | Mirae Asset Global Investments Co., Ltd. | $6.4M | 200,000 | Added |
| 8 | Humankind Investments LLC | $6.4M | 200,000 | New |
| 9 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.8M | 148,190 | New |
| 10 | Sterling Manor Financial, LLC | $4.4M | 135,793 | New |
| 11 | OVERSEA-CHINESE BANKING Corp Ltd | $4.3M | 132,570 | New |
| 12 | Cetera Investment Advisers | $2.8M | 88,221 | Added |
| 13 | BLAIR WILLIAM & CO/IL | $2.7M | 84,160 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 83,513 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 82,070 | New |
| 16 | Systelligence, LLC | $2.4M | 75,180 | Trimmed |
| 17 | Balance Wealth, LLC | $2.1M | 66,008 | Trimmed |
| 18 | First International Bank of Israel Ltd. | $2.1M | 66,000 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $1.9M | 57,951 | Added |
| 20 | Midwest Financial Partners Investments, Inc. | $1.8M | 54,946 | Added |
| 21 | SMITH, MOORE & CO. | $1.5M | 46,359 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $1.3M | 41,078 | Added |
| 23 | Royal Bank of Canada | $1.3M | 40,547 | Trimmed |
| 24 | Private Advisor Group, LLC | $1.1M | 34,688 | Added |
| 25 | Keystone Financial Group | $1.1M | 34,515 | Added |