| 1 | MORGAN STANLEY | $16.9M | 261,073 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $9.3M | 143,019 | Trimmed |
| 3 | Larry Mathis Financial Planning, LLC | $6.0M | 92,272 | Added |
| 4 | Sound Income Strategies, LLC | $5.8M | 88,806 | Trimmed |
| 5 | MML INVESTORS SERVICES, LLC | $5.1M | 78,441 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.8M | 73,756 | Added |
| 7 | LPL Financial LLC | $4.0M | 62,248 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.1M | 47,129 | Added |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.3M | 35,400 | New |
| 10 | Synergy Asset Management, LLC | $2.0M | 31,216 | New |
| 11 | Howard Capital Management Inc. | $1.5M | 23,062 | Added |
| 12 | Summit Financial, LLC | $1.3M | 20,535 | Added |
| 13 | OSAIC HOLDINGS, INC. | $1.2M | 19,047 | Added |
| 14 | Tactive Advisors, LLC | $1.2M | 18,579 | Trimmed |
| 15 | Cetera Investment Advisers | $1.2M | 17,795 | Added |
| 16 | Empirical Asset Management, LLC | $1.0M | 15,608 | Added |
| 17 | Global Retirement Partners, LLC | $831,982 | 12,823 | Added |
| 18 | Rockefeller Capital Management L.P. | $704,072 | 10,851 | Added |
| 19 | OPPENHEIMER & CO INC | $699,428 | 10,780 | Trimmed |
| 20 | HighTower Advisors, LLC | $685,894 | 10,571 | Trimmed |
| 21 | Geneos Wealth Management Inc. | $648,865 | 10,001 | Trimmed |
| 22 | Royal Bank of Canada | $581,000 | 8,955 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $561,489 | 8,654 | Trimmed |
| 24 | Snowden Capital Advisors LLC | $437,434 | 6,742 | Hold |
| 25 | Steward Partners Investment Advisory, LLC | $409,211 | 6,307 | Added |