| 1 | Virtus Wealth Solutions LLC | $9.4M | 209,344 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $7.8M | 173,802 | Added |
| 3 | LPL Financial LLC | $6.9M | 153,832 | Trimmed |
| 4 | Concurrent Investment Advisors, LLC | $4.1M | 91,063 | Added |
| 5 | Steward Partners Investment Advisory, LLC | $2.9M | 64,046 | Added |
| 6 | Kesler, Norman & Wride, LLC | $2.4M | 53,175 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $2.0M | 45,016 | Trimmed |
| 8 | MORGAN STANLEY | $1.6M | 36,199 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.6M | 36,017 | Added |
| 10 | TCFG Investment Advisors, LLC | $1.2M | 26,960 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $889,618 | 19,730 | Trimmed |
| 12 | Prospera Financial Services Inc | $792,675 | 17,580 | Added |
| 13 | Compound Planning, Inc. | $593,148 | 13,155 | Added |
| 14 | CITADEL ADVISORS LLC | $592,747 | 13,146 | Trimmed |
| 15 | Cetera Investment Advisers | $540,741 | 11,993 | Trimmed |
| 16 | HighTower Advisors, LLC | $395,345 | 8,768 | Hold |
| 17 | Cambridge Investment Research Advisors, Inc. | $394,000 | 8,745 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $327,169 | 7,256 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $244,054 | 5,413 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $241,544 | 5,357 | Trimmed |
| 21 | HighPoint Advisor Group LLC | $236,720 | 5,250 | Hold |
| 22 | MANCHESTER FINANCIAL INC | $235,701 | 5,227 | New |
| 23 | J.W. COLE ADVISORS, INC. | $225,447 | 5,000 | New |
| 24 | Janney Montgomery Scott LLC | $213,000 | 4,731 | New |
| 25 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $212,679 | 4,717 | New |