| 1 | MORGAN STANLEY | $27.4M | 709,050 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $24.1M | 624,506 | Added |
| 3 | LPL Financial LLC | $11.8M | 306,410 | Added |
| 4 | NewSquare Capital LLC | $8.0M | 206,005 | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.6M | 119,039 | Added |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $3.9M | 100,000 | New |
| 7 | TRUIST FINANCIAL CORP | $3.8M | 97,590 | Trimmed |
| 8 | Cetera Investment Advisers | $3.2M | 83,068 | Trimmed |
| 9 | WCG Wealth Advisors LLC | $2.8M | 71,778 | Added |
| 10 | OSAIC HOLDINGS, INC. | $2.7M | 71,020 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 59,013 | Trimmed |
| 12 | Independent Advisor Alliance | $2.0M | 51,595 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 49,520 | Trimmed |
| 14 | SFI Advisors, LLC | $1.8M | 45,597 | Trimmed |
| 15 | LEVEL FOUR ADVISORY SERVICES, LLC | $1.4M | 36,035 | New |
| 16 | CWM, LLC | $1.4M | 35,624 | Trimmed |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.3M | 35,605 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.2M | 31,405 | Added |
| 19 | BENJAMIN EDWARDS INC | $1.2M | 30,920 | New |
| 20 | Nilsine Partners, LLC | $1.2M | 32,061 | New |
| 21 | OPPENHEIMER & CO INC | $1.1M | 29,426 | New |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 27,862 | Added |
| 23 | Kestra Advisory Services, LLC | $979,258 | 25,369 | Added |
| 24 | Quantinno Capital Management LP | $896,292 | 23,220 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $847,342 | 21,952 | Added |