| 1 | LPL Financial LLC | $23.8M | 268,417 | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 138,988 | Trimmed |
| 3 | 1900 WEALTH MANAGEMENT LLC | $6.7M | 75,293 | Trimmed |
| 4 | Creative Planning | $4.3M | 48,607 | Trimmed |
| 5 | Delos Wealth Advisors, LLC | $3.9M | 44,252 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 41,414 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $3.3M | 36,682 | Added |
| 8 | MORGAN STANLEY | $2.6M | 29,478 | Trimmed |
| 9 | Capital Investment Advisory Services, LLC | $1.6M | 17,704 | Hold |
| 10 | BANK OF AMERICA CORP /DE/ | $1.5M | 17,044 | Trimmed |
| 11 | Avant Capital LLC | $1.4M | 15,250 | Trimmed |
| 12 | PACIFIC SUN FINANCIAL CORP | $1.4M | 15,250 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.2M | 13,848 | Trimmed |
| 14 | Mosley Wealth Management | $1.1M | 12,543 | Added |
| 15 | HighTower Advisors, LLC | $1.1M | 12,053 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $1.0M | 11,813 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.0M | 11,550 | Trimmed |
| 18 | Caprock Group, LLC | $1.0M | 11,458 | Hold |
| 19 | Trek Financial, LLC | $844,586 | 9,507 | Hold |
| 20 | Cetera Investment Advisers | $804,554 | 9,056 | Trimmed |
| 21 | PARTNERS WEALTH MANAGEMENT, LLC | $803,393 | 9,043 | Hold |
| 22 | IHT Wealth Management, LLC | $761,169 | 8,568 | Added |
| 23 | Sigma Planning Corp | $715,326 | 8,052 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $577,000 | 6,500 | Trimmed |
| 25 | NewEdge Advisors, LLC | $521,363 | 5,869 | Hold |