| 1 | LPL Financial LLC | $8.2M | 156,967 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $3.8M | 73,113 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $3.6M | 68,353 | Added |
| 4 | WealthCare Investment Partners, LLC | $3.2M | 60,818 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.9M | 55,914 | Trimmed |
| 6 | One Capital Management, LLC | $2.4M | 44,568 | Hold |
| 7 | MORGAN STANLEY | $2.3M | 43,523 | Added |
| 8 | Apex Wealth Management, LLC | $2.0M | 39,158 | Added |
| 9 | Royal Bank of Canada | $1.7M | 32,736 | Trimmed |
| 10 | Fiduciary Trust Co | $1.6M | 30,000 | Added |
| 11 | Hara Capital LLC | $1.1M | 21,174 | Trimmed |
| 12 | Steward Partners Investment Advisory, LLC | $819,791 | 15,668 | Trimmed |
| 13 | WEDBUSH SECURITIES INC | $508,000 | 9,706 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $461,686 | 8,824 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $424,397 | 8,109 | Added |
| 16 | Fairway Wealth LLC | $391,680 | 7,486 | Added |
| 17 | Snowden Capital Advisors LLC | $375,669 | 7,180 | Added |
| 18 | HRT FINANCIAL LP | $361,000 | 6,909 | New |
| 19 | JONES FINANCIAL COMPANIES LLLP | $320,365 | 6,108 | Added |
| 20 | Stratos Wealth Partners, LTD. | $278,469 | 5,322 | New |
| 21 | NewEdge Advisors, LLC | $276,259 | 5,280 | Hold |
| 22 | MML INVESTORS SERVICES, LLC | $262,689 | 5,021 | Added |
| 23 | Farther Finance Advisors, LLC | $232,779 | 4,449 | Added |
| 24 | Cetera Investment Advisers | $218,642 | 4,179 | Trimmed |
| 25 | IFP Advisors, Inc | $165,598 | 3,165 | Hold |