| 1 | Joseph Group Capital Management | $14.3M | 207,600 | Trimmed |
| 2 | LPL Financial LLC | $9.5M | 138,300 | Added |
| 3 | Stonebridge Wealth Management, LLC | $6.3M | 92,101 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.0M | 72,968 | Trimmed |
| 5 | MORGAN STANLEY | $4.7M | 68,090 | Trimmed |
| 6 | AMERIPRISE FINANCIAL INC | $4.1M | 59,415 | Trimmed |
| 7 | Hudock, Inc. | $3.7M | 53,588 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 48,443 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $2.6M | 38,200 | Added |
| 10 | UBS Group AG | $2.2M | 32,695 | Trimmed |
| 11 | Asset Dedication, LLC | $2.2M | 31,784 | Hold |
| 12 | Bank of New York Mellon Corp | $1.9M | 27,187 | Trimmed |
| 13 | Cetera Investment Advisers | $1.7M | 25,415 | Trimmed |
| 14 | WADDELL & ASSOCIATES, LLC | $1.4M | 20,468 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.4M | 20,134 | Trimmed |
| 16 | Global Retirement Partners, LLC | $784,054 | 11,414 | Hold |
| 17 | Kestra Advisory Services, LLC | $643,323 | 9,365 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $607,743 | 8,847 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $484,202 | 7,013 | Added |
| 20 | DAYMARK WEALTH PARTNERS, LLC | $400,339 | 5,828 | New |
| 21 | Vertex Planning Partners, LLC | $364,094 | 5,300 | Added |
| 22 | E-Wealth Partners, LLC | $353,933 | 5,152 | Added |
| 23 | Viaable, LLC | $352,136 | 5,143 | New |
| 24 | &PARTNERS | $327,510 | 4,768 | Added |
| 25 | IFG Advisory, LLC | $281,088 | 4,092 | New |