| 1 | Noble Family Wealth, LLC | $11.4M | 87,291 | Trimmed |
| 2 | MORGAN STANLEY | $10.6M | 80,689 | Trimmed |
| 3 | LPL Financial LLC | $6.8M | 51,487 | Added |
| 4 | OSAIC HOLDINGS, INC. | $4.1M | 30,977 | Added |
| 5 | Royal Bank of Canada | $3.8M | 28,612 | Added |
| 6 | Salomon & Ludwin, LLC | $3.2M | 24,856 | Trimmed |
| 7 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.1M | 23,362 | Trimmed |
| 8 | WealthBridge Capital Management, LLC | $2.7M | 20,865 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 20,843 | Trimmed |
| 10 | Westside Investment Management, Inc. | $2.7M | 20,811 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $2.4M | 17,924 | Trimmed |
| 12 | MAI Capital Management | $2.1M | 16,149 | Trimmed |
| 13 | Integrated Advisors Network LLC | $2.0M | 14,970 | New |
| 14 | Biondo Investment Advisors, LLC | $1.8M | 13,875 | Added |
| 15 | Well Done, LLC | $1.7M | 13,281 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 12,875 | Trimmed |
| 17 | CAPTRUST FINANCIAL ADVISORS | $1.7M | 12,714 | Trimmed |
| 18 | Global Retirement Partners, LLC | $1.6M | 12,118 | Hold |
| 19 | Apollon Wealth Management, LLC | $1.5M | 11,533 | Trimmed |
| 20 | Curi Capital, LLC | $1.4M | 11,041 | Trimmed |
| 21 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $1.4M | 10,400 | Trimmed |
| 22 | Prospera Financial Services Inc | $1.3M | 10,264 | Trimmed |
| 23 | Mariner, LLC | $1.2M | 9,298 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $1.2M | 9,231 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $1.1M | 8,415 | Trimmed |