| 1 | BANK OF AMERICA CORP /DE/ | $11.9M | 308,497 | Added |
| 2 | Cetera Investment Advisers | $7.6M | 196,181 | Trimmed |
| 3 | Friedenthal Financial | $5.1M | 130,830 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.4M | 114,295 | Added |
| 5 | LPL Financial LLC | $3.9M | 100,176 | Added |
| 6 | Maltin Wealth Management, Inc. | $3.8M | 98,546 | Added |
| 7 | Royal Bank of Canada | $3.1M | 79,266 | Trimmed |
| 8 | MORGAN STANLEY | $2.9M | 75,951 | Trimmed |
| 9 | NTV Asset Management LLC | $2.9M | 75,711 | Trimmed |
| 10 | Courage Miller Partners, LLC | $1.9M | 50,140 | Trimmed |
| 11 | PACIFIC SUN FINANCIAL CORP | $1.9M | 48,525 | Trimmed |
| 12 | Merit Financial Group, LLC | $1.7M | 44,039 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $1.3M | 34,436 | Added |
| 14 | MEITAV INVESTMENT HOUSE LTD | $1.3M | 32,715 | Hold |
| 15 | Peak Financial Management, Inc. | $950,752 | 24,604 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $922,622 | 23,877 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $892,450 | 23,085 | Trimmed |
| 18 | McKinley Carter Wealth Services, Inc. | $801,368 | 20,739 | Hold |
| 19 | Private Advisor Group, LLC | $770,908 | 19,951 | Trimmed |
| 20 | UBS Group AG | $661,959 | 17,131 | Added |
| 21 | HARBOUR INVESTMENTS, INC. | $518,748 | 13,425 | Trimmed |
| 22 | Arax Advisory Partners | $506,038 | 13,096 | Added |
| 23 | Kestra Advisory Services, LLC | $499,723 | 12,933 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $494,000 | 12,789 | Trimmed |
| 25 | Hartford Financial Management Inc. | $444,367 | 11,500 | Hold |