| 1 | RAYMOND JAMES FINANCIAL INC | $5.0M | 135,978 | Trimmed |
| 2 | IFP Advisors, Inc | $4.8M | 131,000 | New |
| 3 | BANK OF AMERICA CORP /DE/ | $4.3M | 117,814 | Added |
| 4 | MORGAN STANLEY | $3.8M | 103,709 | Added |
| 5 | LPL Financial LLC | $3.6M | 98,597 | Trimmed |
| 6 | Royal Bank of Canada | $3.5M | 94,915 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $2.0M | 56,010 | Added |
| 8 | Sound Income Strategies, LLC | $1.8M | 50,407 | Trimmed |
| 9 | Cetera Investment Advisers | $1.8M | 48,856 | Added |
| 10 | Capital Management Associates, Inc | $1.3M | 36,125 | Hold |
| 11 | Farther Finance Advisors, LLC | $1.1M | 29,223 | Added |
| 12 | INTERACTIVE FINANCIAL ADVISORS, INC. | $1.0M | 28,440 | Trimmed |
| 13 | Gerber Kawasaki Wealth & Investment Management | $891,056 | 24,370 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $813,477 | 22,249 | Added |
| 15 | Arkadios Wealth Advisors | $646,986 | 17,695 | Trimmed |
| 16 | Equitable Holdings, Inc. | $596,577 | 16,317 | Trimmed |
| 17 | JAMES INVESTMENT RESEARCH, INC. | $568,440 | 15,547 | Hold |
| 18 | Oxinas Partners Wealth Management LLC | $541,205 | 14,802 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $457,821 | 12,522 | Added |
| 20 | Lido Advisors, LLC | $423,396 | 11,580 | Added |
| 21 | Steward Partners Investment Advisory, LLC | $366,212 | 10,016 | Added |
| 22 | Quantinno Capital Management LP | $335,755 | 9,183 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $334,922 | 9,161 | Trimmed |
| 24 | PRINCIPAL SECURITIES, INC. | $333,450 | 9,120 | Added |
| 25 | Walker Asset Management, LLC | $327,931 | 8,969 | Added |