| 1 | MORGAN STANLEY | $28.0M | 269,543 | Trimmed |
| 2 | Orion Porfolio Solutions, LLC | $20.2M | 194,058 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $17.6M | 169,757 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $14.7M | 141,386 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 127,455 | Trimmed |
| 6 | LPL Financial LLC | $8.3M | 79,507 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $5.7M | 55,027 | Added |
| 8 | Royal Bank of Canada | $5.1M | 49,457 | Trimmed |
| 9 | TOTH FINANCIAL ADVISORY CORP | $4.9M | 46,949 | Trimmed |
| 10 | Mendel Capital Management LLC | $4.8M | 46,649 | Trimmed |
| 11 | Coston, McIsaac & Partners | $4.5M | 43,642 | Added |
| 12 | Cetera Investment Advisers | $4.4M | 42,281 | Added |
| 13 | OSAIC HOLDINGS, INC. | $4.3M | 41,083 | Trimmed |
| 14 | WealthPlan Investment Management, LLC | $4.0M | 38,127 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $3.3M | 31,951 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.1M | 29,744 | Trimmed |
| 17 | NewEdge Advisors, LLC | $2.9M | 28,304 | Trimmed |
| 18 | Mirae Asset Global Investments Co., Ltd. | $2.3M | 22,500 | Trimmed |
| 19 | WealthPLAN Partners, LLC | $1.9M | 18,349 | Trimmed |
| 20 | World Investment Advisors | $1.7M | 20,340 | Hold |
| 21 | Concord Asset Management, LLC/VA | $1.3M | 12,074 | Trimmed |
| 22 | Concord Wealth Partners | $1.3M | 12,074 | Trimmed |
| 23 | CFS Investment Advisory Services, LLC | $1.2M | 11,878 | Trimmed |
| 24 | Geneos Wealth Management Inc. | $1.1M | 10,557 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $1.1M | 10,490 | New |