| 1 | LPL Financial LLC | $46.0M | 249,129 | Trimmed |
| 2 | MORGAN STANLEY | $33.8M | 182,736 | Added |
| 3 | Baltimore-Washington Financial Advisors, Inc. | $16.2M | 87,866 | Added |
| 4 | HUB Investment Partners, LLC | $15.7M | 84,798 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $15.6M | 84,414 | Added |
| 6 | Members Advisory Group LLC | $14.8M | 80,007 | Trimmed |
| 7 | Systelligence, LLC | $14.7M | 79,315 | Trimmed |
| 8 | Cetera Investment Advisers | $14.3M | 77,442 | Added |
| 9 | FAGAN ASSOCIATES, INC. | $13.9M | 75,104 | Trimmed |
| 10 | INTACT INVESTMENT MANAGEMENT INC. | $13.5M | 73,266 | Hold |
| 11 | Cambridge Investment Research Advisors, Inc. | $11.3M | 61,093 | Trimmed |
| 12 | JONES FINANCIAL COMPANIES LLLP | $8.8M | 47,949 | Added |
| 13 | Bleakley Financial Group, LLC | $7.2M | 38,880 | Added |
| 14 | FLOW TRADERS U.S. LLC | $6.7M | 36,518 | Added |
| 15 | Onyx Bridge Wealth Group LLC | $6.1M | 33,003 | Trimmed |
| 16 | Main Street Financial Solutions, LLC | $5.6M | 30,391 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $5.5M | 29,706 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 27,244 | Trimmed |
| 19 | ARQ WEALTH ADVISORS, LLC | $4.7M | 25,173 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $4.4M | 24,046 | Added |
| 21 | Fortis Advisors, LLC | $4.4M | 23,867 | Added |
| 22 | Meridian Wealth Management, LLC | $4.2M | 22,994 | Added |
| 23 | Roundview Capital LLC | $3.5M | 19,166 | Trimmed |
| 24 | Gotham Asset Management, LLC | $3.2M | 17,172 | Hold |
| 25 | WELLS FARGO & COMPANY/MN | $2.9M | 15,463 | Trimmed |