| 1 | MORGAN STANLEY | $25.2M | 5.2M | Added |
| 2 | Formidable Asset Management, LLC | $7.3M | 1.4M | Trimmed |
| 3 | STIFEL FINANCIAL CORP | $6.7M | 1.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $6.7M | 1.4M | Added |
| 5 | 1607 Capital Partners, LLC | $5.4M | 1.1M | Added |
| 6 | Janney Montgomery Scott LLC | $5.0M | 1.0M | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $4.6M | 958,906 | Trimmed |
| 8 | Sovran Advisors, LLC | $4.6M | 957,879 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $3.9M | 796,681 | Added |
| 10 | Private Advisor Group, LLC | $3.8M | 794,272 | Added |
| 11 | Kestra Advisory Services, LLC | $3.5M | 727,383 | Added |
| 12 | LPL Financial LLC | $3.5M | 723,048 | Added |
| 13 | Bleakley Financial Group, LLC | $3.0M | 616,555 | New |
| 14 | IHT Wealth Management, LLC | $2.9M | 598,962 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.4M | 499,586 | Added |
| 16 | Cetera Investment Advisers | $2.2M | 464,750 | Trimmed |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | $2.0M | 408,892 | Trimmed |
| 18 | &PARTNERS | $1.9M | 394,767 | Added |
| 19 | EASTERN BANK | $1.9M | 384,930 | Hold |
| 20 | HighPoint Advisor Group LLC | $1.8M | 374,727 | Trimmed |
| 21 | VestGen Advisors, LLC | $1.7M | 346,328 | Added |
| 22 | Wealthcare Advisory Partners LLC | $1.6M | 339,118 | Added |
| 23 | Capital Wealth Alliance, LLC | $1.4M | 287,229 | Added |
| 24 | Royal Bank of Canada | $1.1M | 234,968 | Added |
| 25 | Moors & Cabot, Inc. | $1.0M | 213,900 | Hold |