| 1 | Cetera Investment Advisers | $8.5M | 318,805 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $7.7M | 286,708 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 169,766 | Trimmed |
| 4 | Maltin Wealth Management, Inc. | $4.3M | 160,766 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.7M | 139,674 | Trimmed |
| 6 | Grant Street Asset Management, Inc. | $3.0M | 111,886 | Trimmed |
| 7 | US BANCORP \DE\ | $3.0M | 110,940 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $2.8M | 106,187 | Trimmed |
| 9 | LPL Financial LLC | $2.8M | 103,308 | Added |
| 10 | Sequent Planning LLC | $2.4M | 87,809 | New |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 64,479 | Trimmed |
| 12 | Financial Engines Advisors L.L.C. | $1.7M | 64,440 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $1.6M | 61,055 | Trimmed |
| 14 | SILVER OAK SECURITIES, INCORPORATED | $1.6M | 60,492 | Trimmed |
| 15 | IFP Advisors, Inc | $1.3M | 48,400 | Added |
| 16 | Cypress Wealth Services, LLC | $1.3M | 47,519 | Hold |
| 17 | Ignite Planners, LLC | $1.2M | 43,637 | Added |
| 18 | Csenge Advisory Group | $1.2M | 42,984 | New |
| 19 | NorthCrest Asset Manangement, LLC | $1.1M | 39,564 | Added |
| 20 | Main Street Financial Solutions, LLC | $1.0M | 37,844 | Added |
| 21 | WEALTHGARDEN F.S. LLC | $980,714 | 36,594 | Hold |
| 22 | Orion Porfolio Solutions, LLC | $977,852 | 36,487 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $779,130 | 29,072 | Added |
| 24 | SECURED RETIREMENT ADVISORS, LLC | $744,799 | 27,791 | Trimmed |
| 25 | OPPENHEIMER & CO INC | $673,725 | 25,139 | Trimmed |