| 1 | LPL Financial LLC | $7.2M | 99,485 | Trimmed |
| 2 | Horizon Family Wealth, Inc. | $6.2M | 84,996 | Added |
| 3 | Global View Capital Management LLC | $3.9M | 53,946 | New |
| 4 | Twelve Points Wealth Management LLC | $3.6M | 49,286 | Trimmed |
| 5 | MORGAN STANLEY | $3.3M | 45,986 | Added |
| 6 | Synergy Asset Management, LLC | $3.0M | 41,705 | New |
| 7 | AQR CAPITAL MANAGEMENT LLC | $2.9M | 40,501 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $2.9M | 40,657 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $1.9M | 26,127 | Added |
| 10 | OSAIC HOLDINGS, INC. | $1.7M | 23,480 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 23,419 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $1.7M | 22,971 | Added |
| 13 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $1.4M | 19,654 | Hold |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.4M | 18,784 | Trimmed |
| 15 | Berger Financial Group, Inc | $1.3M | 17,525 | Trimmed |
| 16 | Allworth Financial LP | $1.2M | 16,711 | Trimmed |
| 17 | Tempo Wealth, LLC | $1.2M | 16,603 | Trimmed |
| 18 | WILLNER & HELLER, LLC | $824,252 | 11,339 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $733,809 | 10,094 | Trimmed |
| 20 | PACIFIC SUN FINANCIAL CORP | $633,929 | 8,720 | Trimmed |
| 21 | Purus Wealth Management, LLC | $605,410 | 8,328 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $603,132 | 8,297 | Trimmed |
| 23 | FAS Wealth Partners, Inc. | $554,789 | 7,632 | Trimmed |
| 24 | Investors Research Corp | $534,239 | 7,349 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $489,183 | 6,729 | Trimmed |