| 1 | BHK Investment Advisors, LLC | $6.8M | 386,988 | Added |
| 2 | Global Wealth Strategies & Associates | $5.3M | 299,749 | Added |
| 3 | Curbstone Financial Management Corp | $5.1M | 287,734 | Trimmed |
| 4 | BARINGS LLC | $3.9M | 219,664 | Hold |
| 5 | Cetera Investment Advisers | $3.7M | 211,975 | Added |
| 6 | Secure Asset Management, LLC | $3.7M | 208,965 | Added |
| 7 | MORGAN STANLEY | $3.1M | 176,852 | Trimmed |
| 8 | Sky Investment Group LLC | $3.1M | 0 | Added |
| 9 | Smith Asset Management Co., LLC | $3.0M | 169,554 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.2M | 128,057 | Added |
| 11 | Beacon Pointe Advisors, LLC | $1.7M | 93,996 | Added |
| 12 | TSP Capital Management Group, LLC | $1.5M | 86,732 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $1.5M | 86,548 | Added |
| 14 | CALDWELL SUTTER CAPITAL, INC. | $1.5M | 83,984 | Hold |
| 15 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 68,100 | Hold |
| 16 | LPL Financial LLC | $1.1M | 63,324 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $1.1M | 62,458 | Added |
| 18 | Equitable Holdings, Inc. | $1.1M | 61,501 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 58,908 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $974,933 | 55,520 | Added |
| 21 | BENJAMIN EDWARDS INC | $737,718 | 42,011 | Added |
| 22 | Future Financial Wealth Managment LLC | $737,429 | 44,370 | Trimmed |
| 23 | BANK OF AMERICA CORP /DE/ | $731,902 | 41,680 | Trimmed |
| 24 | World Investment Advisors | $715,044 | 41,476 | Hold |
| 25 | OSAIC HOLDINGS, INC. | $677,557 | 38,577 | Trimmed |