| 1 | CITIGROUP INC | $269.4M | 3.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $35.6M | 440,817 | Added |
| 3 | Walleye Trading LLC | $35.5M | 439,600 | Added |
| 4 | Ascension Capital Advisors, Inc. | $30.5M | 377,222 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $24.6M | 304,988 | Trimmed |
| 6 | Venture Visionary Partners LLC | $21.2M | 262,269 | Added |
| 7 | Private Advisor Group, LLC | $21.1M | 260,877 | Added |
| 8 | MISSION WEALTH MANAGEMENT, LP | $20.3M | 250,838 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $18.2M | 225,231 | Added |
| 10 | GERBER, LLC | $13.7M | 169,246 | Added |
| 11 | TITLEIST ASSET MANAGEMENT, LLC | $11.6M | 143,803 | Trimmed |
| 12 | BYRNE FINANCIAL FREEDOM, LLC | $9.8M | 121,220 | Added |
| 13 | Brookstone Capital Management | $8.9M | 109,901 | Trimmed |
| 14 | Blue Sky Capital Consultants Group, Inc. | $8.4M | 103,922 | Added |
| 15 | Kestra Advisory Services, LLC | $7.4M | 91,239 | Trimmed |
| 16 | Luken Investment Analytics, LLC | $7.2M | 89,592 | New |
| 17 | SkyOak Wealth, LLC | $7.2M | 89,400 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $5.8M | 72,024 | Trimmed |
| 19 | One Charles Private Wealth Services, LLC | $5.6M | 69,288 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.9M | 60,859 | Trimmed |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $4.9M | 60,346 | Trimmed |
| 22 | Madison Park Capital Advisors, LLC | $3.5M | 43,544 | Added |
| 23 | Blue Trust, Inc. | $3.4M | 42,030 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 39,843 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $3.1M | 37,787 | Added |