| 1 | Cooper Capital Advisors LLC | $3.2M | 103,629 | Hold |
| 2 | Madrona Financial Services, LLC | $2.2M | 71,785 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.5M | 47,702 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 42,130 | Added |
| 5 | Cetera Investment Advisers | $1.3M | 41,141 | Trimmed |
| 6 | HARBOUR INVESTMENTS, INC. | $1.2M | 38,667 | Added |
| 7 | Valmark Advisers, Inc. | $983,742 | 31,510 | Hold |
| 8 | Foguth Wealth Management, LLC. | $868,113 | 27,752 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $833,640 | 26,702 | Trimmed |
| 10 | Gallagher Fiduciary Advisors, LLC | $621,436 | 19,905 | Added |
| 11 | Ignite Planners, LLC | $553,687 | 17,735 | Hold |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $552,103 | 17,625 | Trimmed |
| 13 | Advisory Services Network, LLC | $549,418 | 17,598 | Trimmed |
| 14 | Crusonia Wealth Advisors LLC | $532,363 | 17,052 | Hold |
| 15 | Kestra Advisory Services, LLC | $521,561 | 16,706 | Trimmed |
| 16 | Ameritas Advisory Services, LLC | $464,959 | 14,893 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $438,703 | 14,052 | Added |
| 18 | Capasso Planning Partners LLC | $412,573 | 13,215 | Trimmed |
| 19 | Buck Wealth Strategies, LLC | $393,060 | 12,590 | Hold |
| 20 | Americana Partners, LLC | $387,440 | 12,410 | Trimmed |
| 21 | LPL Financial LLC | $359,561 | 11,517 | Added |
| 22 | GOLDMAN SACHS GROUP INC | $336,833 | 10,789 | Trimmed |
| 23 | Legacy Capital Wealth Partners, LLC | $332,274 | 10,643 | Hold |
| 24 | WealthCare Asset Management, LLC | $330,870 | 10,598 | New |
| 25 | PRECEDENT WEALTH PARTNERS, LLC | $324,407 | 10,391 | New |