| 1 | MORGAN STANLEY | $8.2M | 136,548 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $6.6M | 110,763 | Trimmed |
| 3 | LPL Financial LLC | $4.6M | 76,823 | Trimmed |
| 4 | Royal Bank of Canada | $4.2M | 70,834 | Added |
| 5 | SFI Advisors, LLC | $3.4M | 56,283 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.0M | 50,198 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $2.4M | 40,024 | Added |
| 8 | IHT Wealth Management, LLC | $2.3M | 38,371 | Trimmed |
| 9 | WealthBridge Capital Management, LLC | $2.2M | 36,956 | New |
| 10 | BYRNE FINANCIAL FREEDOM, LLC | $2.0M | 32,917 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.6M | 25,947 | Added |
| 12 | Farther Finance Advisors, LLC | $1.5M | 24,668 | Trimmed |
| 13 | UBS Group AG | $1.4M | 23,580 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $982,170 | 16,435 | Trimmed |
| 15 | Steward Partners Investment Advisory, LLC | $639,432 | 10,700 | Hold |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $615,707 | 10,303 | Trimmed |
| 17 | PFG Advisors | $567,225 | 9,492 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $514,799 | 8,614 | Trimmed |
| 19 | Cetera Investment Advisers | $421,368 | 7,051 | Added |
| 20 | OSAIC HOLDINGS, INC. | $400,329 | 6,699 | Added |
| 21 | Fortune Financial Group, Inc. | $397,225 | 6,647 | Trimmed |
| 22 | Focus Partners Wealth | $388,440 | 6,500 | Hold |
| 23 | CAPTRUST FINANCIAL ADVISORS | $358,789 | 6,004 | Hold |
| 24 | MML INVESTORS SERVICES, LLC | $352,741 | 5,903 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $343,181 | 5,905 | Added |