| 1 | MORGAN STANLEY | $26.6M | 287,301 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $25.9M | 280,245 | Added |
| 3 | LPL Financial LLC | $12.7M | 137,157 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.1M | 131,429 | Added |
| 5 | Cetera Investment Advisers | $11.6M | 125,322 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $11.1M | 120,380 | Trimmed |
| 7 | Texas Yale Capital Corp. | $9.0M | 97,110 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $8.4M | 90,446 | Trimmed |
| 9 | Narus Financial Partners, LLC | $5.6M | 60,542 | Trimmed |
| 10 | K.J. Harrison & Partners Inc | $5.5M | 60,000 | New |
| 11 | UBS Group AG | $5.0M | 53,566 | Trimmed |
| 12 | Cordoba Advisory Partners LLC | $4.8M | 51,743 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $4.4M | 47,435 | Trimmed |
| 14 | SYON CAPITAL LLC | $4.2M | 45,165 | New |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.7M | 40,328 | Trimmed |
| 16 | TWO SIGMA INVESTMENTS, LP | $2.6M | 27,900 | New |
| 17 | LFG Wealth Partners, LLC | $2.5M | 27,527 | Trimmed |
| 18 | HARBOUR INVESTMENT MANAGEMENT LLC | $2.5M | 27,020 | Trimmed |
| 19 | SPINNAKER TRUST | $2.3M | 25,300 | Hold |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 24,684 | Added |
| 21 | Wealthcare Advisory Partners LLC | $2.3M | 24,614 | Trimmed |
| 22 | Royal Bank of Canada | $2.1M | 22,823 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.0M | 22,006 | Trimmed |
| 24 | PACIFIC SUN FINANCIAL CORP | $2.0M | 21,911 | Trimmed |
| 25 | Prospera Financial Services Inc | $2.0M | 21,633 | New |