| 1 | James J. Burns & Company, LLC | $22.9M | 557,503 | Added |
| 2 | LPL Financial LLC | $11.4M | 276,705 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 200,060 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $8.0M | 193,577 | Added |
| 5 | JPMORGAN CHASE & CO | $5.5M | 136,071 | Trimmed |
| 6 | Cetera Investment Advisers | $3.5M | 85,525 | Added |
| 7 | Federation des caisses Desjardins du Quebec | $3.3M | 80,760 | Added |
| 8 | MGO ONE SEVEN LLC | $3.3M | 80,087 | Added |
| 9 | Kestra Advisory Services, LLC | $3.1M | 75,033 | Added |
| 10 | Arax Advisory Partners | $2.7M | 64,966 | New |
| 11 | IFG Advisory, LLC | $2.4M | 57,933 | New |
| 12 | Ethos Financial Group, LLC | $1.9M | 48,163 | Added |
| 13 | Snowden Capital Advisors LLC | $1.8M | 44,509 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $1.6M | 38,843 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 37,996 | New |
| 16 | ADVISORTRUST PARTNERS, LLC | $933,176 | 22,705 | Added |
| 17 | Farther Finance Advisors, LLC | $799,612 | 19,455 | Added |
| 18 | Crusonia Wealth Advisors LLC | $732,576 | 17,824 | Trimmed |
| 19 | FSB PREMIER WEALTH MANAGEMENT, INC. | $640,770 | 15,591 | Added |
| 20 | Moors & Cabot, Inc. | $611,568 | 14,880 | Trimmed |
| 21 | Tower Research Capital LLC (TRC) | $588,552 | 14,320 | Trimmed |
| 22 | Thrivent Financial for Lutherans | $526,000 | 12,793 | New |
| 23 | SMITH, MOORE & CO. | $500,434 | 12,176 | Added |
| 24 | WORLD EQUITY GROUP, INC. | $446,881 | 10,873 | Added |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $396,452 | 9,646 | Added |