| 1 | MORGAN STANLEY | $9.1M | 1.4M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 1.3M | Trimmed |
| 3 | LPL Financial LLC | $6.2M | 947,879 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.0M | 599,876 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.1M | 472,647 | Trimmed |
| 6 | GAMCO INVESTORS, INC. ET AL | $2.2M | 331,023 | Hold |
| 7 | Baird Financial Group, Inc. | $1.5M | 225,794 | Added |
| 8 | Cetera Investment Advisers | $1.2M | 188,270 | Added |
| 9 | Plus Group Wealth Advisors LLC | $1.2M | 187,849 | Added |
| 10 | CoreCap Advisors, LLC | $1.1M | 163,484 | Added |
| 11 | Janney Montgomery Scott LLC | $935,000 | 141,870 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $824,881 | 125,172 | Trimmed |
| 13 | Balboa Wealth Partners | $727,819 | 110,443 | Trimmed |
| 14 | J.W. COLE ADVISORS, INC. | $665,074 | 100,922 | New |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $661,566 | 100,389 | Added |
| 16 | WEDBUSH SECURITIES INC | $643,000 | 97,586 | Added |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $563,500 | 86,031 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $483,139 | 73,314 | Added |
| 19 | Kovack Advisors, Inc. | $421,839 | 64,031 | Added |
| 20 | Core Wealth Advisors, Inc. | $383,294 | 58,163 | Added |
| 21 | Virtue Capital Management, LLC | $378,035 | 57,365 | Hold |
| 22 | Balefire, LLC | $375,732 | 57,016 | Added |
| 23 | Creative Planning | $375,082 | 56,917 | Added |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $360,486 | 54,701 | Added |
| 25 | Mariner, LLC | $339,877 | 51,575 | Added |