| 1 | LPL Financial LLC | $26.1M | 629,396 | Trimmed |
| 2 | BlackRock, Inc. | $15.8M | 381,368 | Added |
| 3 | Strategic Investment Solutions, Inc. /IL | $14.4M | 347,664 | Trimmed |
| 4 | Elevation Capital Advisory, LLC | $12.1M | 292,381 | Added |
| 5 | Curran Financial Partners, LLC | $9.4M | 226,292 | Added |
| 6 | Cetera Investment Advisers | $8.6M | 207,720 | Added |
| 7 | MORGAN STANLEY | $7.3M | 175,361 | Added |
| 8 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $7.1M | 170,773 | New |
| 9 | One Capital Management, LLC | $7.0M | 175,243 | Hold |
| 10 | BANK OF AMERICA CORP /DE/ | $6.8M | 163,393 | Trimmed |
| 11 | Investment Advisory Group, LLC | $6.6M | 158,398 | Added |
| 12 | Weaver Consulting Group | $6.4M | 155,483 | Added |
| 13 | OSAIC HOLDINGS, INC. | $5.4M | 130,764 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $4.7M | 114,469 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $4.3M | 102,774 | Trimmed |
| 16 | Hershey Financial Advisers, LLC | $4.0M | 96,363 | New |
| 17 | STIFEL FINANCIAL CORP | $3.9M | 93,294 | Added |
| 18 | Foundations Investment Advisors, LLC | $3.4M | 83,171 | Added |
| 19 | GTS SECURITIES LLC | $3.4M | 81,672 | New |
| 20 | Private Advisor Group, LLC | $2.8M | 66,873 | Trimmed |
| 21 | High Net Worth Advisory Group LLC | $2.6M | 62,600 | Added |
| 22 | GILPIN WEALTH MANAGEMENT, LLC | $2.6M | 62,505 | Trimmed |
| 23 | Legacy Capital Wealth Partners, LLC | $2.3M | 54,879 | Hold |
| 24 | AVALON CAPITAL MANAGEMENT | $2.1M | 50,746 | Trimmed |
| 25 | Rothschild Wealth LLC | $2.0M | 47,634 | Added |