| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $33.9M | 309,460 | Added |
| 2 | Polianta Ltd | $29.3M | 267,700 | Hold |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $23.9M | 218,425 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $21.5M | 195,896 | Added |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $17.8M | 162,472 | Added |
| 6 | TRUIST FINANCIAL CORP | $8.9M | 81,637 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $7.2M | 65,594 | Trimmed |
| 8 | Mainsail Financial Group, LLC | $7.1M | 64,382 | Added |
| 9 | Wealthcare Advisory Partners LLC | $7.0M | 64,351 | Added |
| 10 | Private Advisor Group, LLC | $5.9M | 53,737 | Trimmed |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $5.6M | 51,543 | New |
| 12 | White Pine Investment CO | $5.4M | 49,314 | Added |
| 13 | BIP Wealth, LLC | $5.4M | 49,264 | Added |
| 14 | ARKANSAS FINANCIAL GROUP, INC. | $4.9M | 44,810 | Trimmed |
| 15 | Prism Advisors, Inc. | $4.9M | 44,480 | Trimmed |
| 16 | Chicago Partners Investment Group LLC | $4.7M | 43,869 | Trimmed |
| 17 | BENJAMIN EDWARDS INC | $4.3M | 39,268 | Added |
| 18 | Prospera Financial Services Inc | $3.9M | 35,728 | Added |
| 19 | Raab & Moskowitz Asset Management LLC | $3.6M | 33,010 | Added |
| 20 | Harel Insurance Investments & Financial Services Ltd. | $3.2M | 29,386 | Added |
| 21 | OPPENHEIMER & CO INC | $2.6M | 23,965 | Added |
| 22 | Farrow Financial, Inc. | $2.5M | 23,072 | Trimmed |
| 23 | Cornerstone Wealth Management, LLC | $2.2M | 20,428 | Added |
| 24 | RFG - Bristol Wealth Advisors, LLC | $2.2M | 20,129 | Trimmed |
| 25 | Eagle Strategies LLC | $2.0M | 18,250 | Trimmed |