| 1 | MORGAN STANLEY | $43.6M | 1.3M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $36.1M | 1.1M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $29.3M | 878,802 | Trimmed |
| 4 | NewSquare Capital LLC | $12.1M | 361,283 | Trimmed |
| 5 | LPL Financial LLC | $9.8M | 294,694 | Added |
| 6 | Royal Bank of Canada | $8.8M | 264,917 | Added |
| 7 | Maltin Wealth Management, Inc. | $6.0M | 180,244 | Trimmed |
| 8 | UBS Group AG | $5.8M | 172,957 | Added |
| 9 | Prospera Financial Services Inc | $3.8M | 115,122 | Trimmed |
| 10 | Wagner Wealth Management, Corp | $3.2M | 94,438 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.7M | 81,905 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 75,968 | Added |
| 13 | Private Advisory Group LLC | $2.2M | 65,385 | Added |
| 14 | STIFEL FINANCIAL CORP | $2.0M | 59,151 | Trimmed |
| 15 | &PARTNERS | $1.7M | 50,699 | Added |
| 16 | JANE STREET GROUP, LLC | $1.5M | 43,775 | Trimmed |
| 17 | PFG Investments, LLC | $1.3M | 40,343 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $1.3M | 39,289 | Added |
| 19 | MorganRosel Wealth Management, LLC | $1.3M | 37,894 | Added |
| 20 | Trueblood Wealth Management, LLC | $1.0M | 30,217 | Added |
| 21 | Equitable Holdings, Inc. | $971,671 | 29,096 | Trimmed |
| 22 | Private Advisor Group, LLC | $805,168 | 24,110 | Added |
| 23 | NATIONAL BANK OF CANADA /FI/ | $702,885 | 21,095 | Hold |
| 24 | Del-Sette Capital Management, LLC | $614,038 | 18,387 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $607,000 | 18,171 | Added |