| 1 | AE Wealth Management LLC | $10.8M | 263,698 | Added |
| 2 | First PREMIER Bank | $10.7M | 262,005 | Trimmed |
| 3 | LPL Financial LLC | $3.4M | 83,340 | Added |
| 4 | Blueprint Investment Partners LLC | $3.2M | 77,234 | Added |
| 5 | Blueprint Financial Advisors LLC | $3.2M | 77,234 | Added |
| 6 | Asset Allocation Strategies LLC | $2.4M | 58,853 | Trimmed |
| 7 | WFA of San Diego, LLC | $2.0M | 48,254 | Trimmed |
| 8 | OLD MISSION CAPITAL LLC | $1.8M | 43,871 | Added |
| 9 | Private Advisor Group, LLC | $1.6M | 39,201 | Trimmed |
| 10 | Kovack Advisors, Inc. | $1.4M | 32,924 | Trimmed |
| 11 | MORGAN STANLEY | $1.3M | 32,638 | Added |
| 12 | JANE STREET GROUP, LLC | $1.1M | 28,005 | New |
| 13 | First Growth Capital LLC | $1.1M | 26,298 | Added |
| 14 | Royal Bank of Canada | $852,000 | 20,825 | Added |
| 15 | Family Capital Management, Inc. | $820,806 | 20,049 | Hold |
| 16 | BANK OF AMERICA CORP /DE/ | $664,211 | 16,224 | Trimmed |
| 17 | Darwin Wealth Management, LLC | $658,040 | 16,073 | Trimmed |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $658,040 | 16,073 | New |
| 19 | Stratos Wealth Partners, LTD. | $530,374 | 12,954 | Trimmed |
| 20 | Orion Porfolio Solutions, LLC | $526,514 | 12,861 | Trimmed |
| 21 | Connecticut Wealth Management, LLC | $429,152 | 10,482 | Hold |
| 22 | Grant Private Wealth Management Inc | $279,375 | 6,824 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $266,757 | 6,514 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $232,323 | 5,675 | Trimmed |
| 25 | Ameritas Advisory Services, LLC | $217,198 | 5,305 | Hold |