| 1 | LPL Financial LLC | $68.9M | 1.3M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $31.2M | 607,536 | Trimmed |
| 3 | STIFEL FINANCIAL CORP | $10.9M | 211,842 | Added |
| 4 | Sowell Financial Services LLC | $9.9M | 192,761 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $6.6M | 128,335 | Added |
| 6 | Cetera Investment Advisers | $5.3M | 103,878 | Added |
| 7 | NewEdge Advisors, LLC | $4.8M | 93,722 | Trimmed |
| 8 | Gladstone Institutional Advisory LLC | $4.1M | 79,299 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 51,798 | Added |
| 10 | Stratos Wealth Partners, LTD. | $2.0M | 39,610 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $1.8M | 35,176 | Added |
| 12 | Prism Advisors, Inc. | $1.8M | 34,658 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $1.6M | 32,113 | Added |
| 14 | OSAIC HOLDINGS, INC. | $1.6M | 30,794 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 28,775 | Added |
| 16 | AMARA FINANCIAL, LLC. | $1.5M | 28,709 | Added |
| 17 | Cornerstone Financial Management LLC | $1.4M | 27,466 | Added |
| 18 | MCDONALD PARTNERS LLC | $1.4M | 26,788 | Added |
| 19 | Axis Wealth Partners, LLC | $1.3M | 25,986 | Trimmed |
| 20 | GeoWealth Management, LLC | $1.1M | 21,943 | Added |
| 21 | Allworth Financial LP | $1.1M | 20,995 | Added |
| 22 | Private Advisor Group, LLC | $973,683 | 18,980 | Added |
| 23 | Parcion Private Wealth LLC | $957,077 | 18,656 | Added |
| 24 | Westside Investment Management, Inc. | $893,412 | 17,415 | Hold |
| 25 | JPMORGAN CHASE & CO | $876,092 | 16,973 | Hold |