| 1 | BANK OF AMERICA CORP /DE/ | $28.2M | 151,457 | Trimmed |
| 2 | UBS Group AG | $9.3M | 49,869 | Trimmed |
| 3 | LPL Financial LLC | $8.8M | 47,200 | Added |
| 4 | TOP Private Wealth LLC. | $5.6M | 29,935 | New |
| 5 | SALEM INVESTMENT COUNSELORS INC | $4.6M | 24,793 | Hold |
| 6 | OSAIC HOLDINGS, INC. | $4.0M | 21,497 | Added |
| 7 | Private Advisor Group, LLC | $3.8M | 20,233 | Added |
| 8 | Modern Wealth Management, LLC | $3.6M | 19,328 | New |
| 9 | MORGAN STANLEY | $3.4M | 18,279 | Added |
| 10 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $2.0M | 10,712 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $1.7M | 9,163 | Added |
| 12 | Independent Wealth Advisors LLC | $1.7M | 9,120 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.6M | 8,760 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $1.2M | 6,426 | Added |
| 15 | CITADEL ADVISORS LLC | $1.2M | 6,215 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 5,824 | Added |
| 17 | Coppell Advisory Solutions LLC | $1.1M | 11 | New |
| 18 | Prospera Financial Services Inc | $1.0M | 5,482 | New |
| 19 | Independent Wealth Network Inc. | $818,852 | 4,401 | Trimmed |
| 20 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $744,242 | 4,000 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $612,000 | 3,290 | Added |
| 22 | BAROMETER CAPITAL MANAGEMENT INC. | $595,393 | 3,200 | New |
| 23 | Gladstone Institutional Advisory LLC | $527,109 | 2,833 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $521,330 | 2,818 | Added |
| 25 | Cetera Investment Advisers | $516,458 | 2,776 | Trimmed |