| 1 | MORGAN STANLEY | $38.5M | 242,445 | Trimmed |
| 2 | LPL Financial LLC | $31.5M | 197,933 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $27.8M | 175,021 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $14.9M | 93,573 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 60,837 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $7.9M | 50,000 | Hold |
| 7 | TRUIST FINANCIAL CORP | $7.8M | 49,292 | Added |
| 8 | OSAIC HOLDINGS, INC. | $7.2M | 45,527 | Trimmed |
| 9 | Plotkin Financial Advisors, LLC | $7.1M | 44,666 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $6.6M | 41,501 | Added |
| 11 | Royal Bank of Canada | $5.4M | 34,241 | Added |
| 12 | Kestra Advisory Services, LLC | $5.0M | 31,173 | Added |
| 13 | RPg Family Wealth Advisory, LLC | $4.8M | 30,351 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 29,636 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 29,510 | Added |
| 16 | Synergy Investment Management, LLC | $4.5M | 28,513 | Added |
| 17 | WEDBUSH SECURITIES INC | $4.0M | 25,030 | Trimmed |
| 18 | Wealth Management Partners, LLC | $4.0M | 24,907 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 24,741 | Added |
| 20 | Creative Planning | $3.9M | 24,351 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.7M | 23,551 | Added |
| 22 | Geneos Wealth Management Inc. | $3.7M | 23,388 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 20,998 | Added |
| 24 | UBS Group AG | $2.8M | 17,692 | Trimmed |
| 25 | Private Advisor Group, LLC | $2.3M | 14,184 | Added |