| 1 | Destination Wealth Management | $21.8M | 210,294 | Added |
| 2 | JPMORGAN CHASE & CO | $19.3M | 185,062 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $12.2M | 117,295 | Added |
| 4 | OneDigital Investment Advisors LLC | $9.9M | 95,301 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $4.4M | 42,212 | Added |
| 6 | US BANCORP \DE\ | $3.3M | 31,949 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 28,832 | Trimmed |
| 8 | KELLY FINANCIAL GROUP LLC | $2.9M | 28,342 | Added |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | $2.7M | 26,026 | Trimmed |
| 10 | Sanctuary Advisors, LLC | $2.6M | 25,406 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $2.1M | 20,595 | Added |
| 12 | Biondo Investment Advisors, LLC | $1.9M | 18,091 | Added |
| 13 | WESBANCO BANK INC | $1.5M | 14,503 | Added |
| 14 | Beirne Wealth Consulting Services, LLC | $1.5M | 14,469 | Trimmed |
| 15 | CITADEL ADVISORS LLC | $1.2M | 11,673 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 10,024 | Trimmed |
| 17 | LPL Financial LLC | $1.0M | 9,744 | Added |
| 18 | Cetera Investment Advisers | $880,299 | 8,478 | Trimmed |
| 19 | D L CARLSON INVESTMENT GROUP INC | $727,620 | 7,008 | Hold |
| 20 | Ascent Group, LLC | $694,914 | 6,693 | New |
| 21 | COLTON GROOME FINANCIAL ADVISORS, LLC | $659,613 | 6,353 | Added |
| 22 | Prime Capital Investment Advisors, LLC | $632,929 | 6,096 | Added |
| 23 | MORGAN STANLEY | $547,738 | 5,275 | Trimmed |
| 24 | SILVER OAK SECURITIES, INCORPORATED | $488,375 | 4,704 | Added |
| 25 | DAVENPORT & Co LLC | $476,612 | 4,590 | Added |