| 1 | MORGAN STANLEY | $4.8M | 42,423 | Added |
| 2 | LPL Financial LLC | $4.0M | 35,954 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $3.3M | 29,346 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 22,836 | Trimmed |
| 5 | Cetera Investment Advisers | $2.3M | 20,135 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 14,704 | Added |
| 7 | Maltin Wealth Management, Inc. | $1.6M | 14,384 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $1.4M | 12,847 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $1.0M | 9,048 | Trimmed |
| 10 | Tower Research Capital LLC (TRC) | $989,187 | 8,832 | Added |
| 11 | WealthBridge Capital Management, LLC | $903,954 | 8,071 | Hold |
| 12 | Cambridge Investment Research Advisors, Inc. | $882,000 | 7,872 | Trimmed |
| 13 | UBS Group AG | $822,976 | 7,348 | Trimmed |
| 14 | J.W. COLE ADVISORS, INC. | $676,480 | 6,040 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $670,010 | 5,949 | Added |
| 16 | Farther Finance Advisors, LLC | $669,874 | 5,981 | Added |
| 17 | PEAPACK GLADSTONE FINANCIAL CORP | $564,000 | 5,032 | Hold |
| 18 | MML INVESTORS SERVICES, LLC | $537,547 | 4,800 | Added |
| 19 | Geneos Wealth Management Inc. | $531,291 | 4,744 | Added |
| 20 | Equitable Holdings, Inc. | $366,017 | 3,268 | Trimmed |
| 21 | Sigma Planning Corp | $356,385 | 3,182 | Trimmed |
| 22 | PACIFIC SUN FINANCIAL CORP | $355,377 | 3,173 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $326,135 | 2,910 | Trimmed |
| 24 | Stratos Wealth Partners, LTD. | $325,267 | 2,904 | Added |
| 25 | BENJAMIN EDWARDS INC | $261,632 | 2,336 | Hold |