| 1 | LPL Financial LLC | $17.6M | 879,542 | Added |
| 2 | MORGAN STANLEY | $13.3M | 661,210 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $13.0M | 649,421 | Trimmed |
| 4 | XML Financial, LLC | $10.5M | 526,024 | Added |
| 5 | Royal Bank of Canada | $6.9M | 345,999 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 291,453 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.6M | 276,925 | Added |
| 8 | JPMORGAN CHASE & CO | $5.5M | 275,352 | Added |
| 9 | Gateway Wealth Partners, LLC | $5.2M | 260,066 | Added |
| 10 | UBS Group AG | $4.3M | 212,193 | Added |
| 11 | OSAIC HOLDINGS, INC. | $3.6M | 181,838 | Trimmed |
| 12 | J.W. COLE ADVISORS, INC. | $3.1M | 153,634 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 148,742 | Added |
| 14 | Rockefeller Capital Management L.P. | $2.6M | 130,394 | Added |
| 15 | Kestra Advisory Services, LLC | $2.5M | 124,580 | Added |
| 16 | Baird Financial Group, Inc. | $2.5M | 124,370 | Added |
| 17 | TRUIST FINANCIAL CORP | $2.2M | 110,166 | Trimmed |
| 18 | Thomas J. Herzfeld Advisors, Inc. | $2.2M | 109,973 | New |
| 19 | Insight Inv LLC | $2.2M | 108,945 | Trimmed |
| 20 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $2.0M | 99,453 | New |
| 21 | Mainsail Financial Group, LLC | $1.9M | 95,294 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 93,992 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $1.8M | 92,148 | Trimmed |
| 24 | Thrivent Financial for Lutherans | $1.8M | 92,150 | Added |
| 25 | Cetera Investment Advisers | $1.8M | 91,931 | Added |