| 1 | Arax Advisory Partners | $63.2M | 1.5M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $11.6M | 279,530 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $10.5M | 253,335 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $7.5M | 181,305 | Trimmed |
| 5 | MILESTONE ASSET MANAGEMENT, LLC | $6.2M | 149,372 | Added |
| 6 | OSAIC HOLDINGS, INC. | $5.0M | 119,908 | Trimmed |
| 7 | Americana Partners, LLC | $3.9M | 93,760 | Trimmed |
| 8 | Cetera Investment Advisers | $3.1M | 75,168 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 67,608 | Added |
| 10 | CITY HOLDING CO | $2.3M | 55,600 | Trimmed |
| 11 | LPL Financial LLC | $2.3M | 54,972 | Trimmed |
| 12 | Sage Capital Advisors,llc | $2.3M | 54,533 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 51,556 | Trimmed |
| 14 | Tanglewood Legacy Advisors, LLC | $2.0M | 48,766 | Trimmed |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M | 47,072 | Trimmed |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 44,760 | New |
| 17 | Royal Bank of Canada | $1.8M | 44,435 | Trimmed |
| 18 | Brookstone Capital Management | $1.8M | 43,958 | Added |
| 19 | Chris Bulman Inc | $1.8M | 43,286 | Added |
| 20 | Horizon Investments, LLC | $1.8M | 42,313 | Trimmed |
| 21 | WealthPlan Investment Management, LLC | $1.6M | 38,015 | Trimmed |
| 22 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.5M | 35,170 | Hold |
| 23 | OLD MISSION CAPITAL LLC | $1.3M | 30,932 | New |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.2M | 29,818 | Trimmed |
| 25 | MAI Capital Management | $1.2M | 29,110 | Trimmed |