| 1 | LPL Financial LLC | $17.1M | 268,623 | Trimmed |
| 2 | MORGAN STANLEY | $14.2M | 222,250 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $10.7M | 167,936 | Added |
| 4 | Independent Advisor Alliance | $7.8M | 122,894 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.3M | 82,955 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $4.5M | 71,224 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 66,990 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $3.9M | 61,237 | Trimmed |
| 9 | Royal Bank of Canada | $3.9M | 60,988 | Trimmed |
| 10 | Milestones Private Investment Advisors LLC | $3.7M | 58,095 | Added |
| 11 | STIFEL FINANCIAL CORP | $3.1M | 48,727 | Added |
| 12 | CITIGROUP INC | $2.7M | 42,392 | Added |
| 13 | UBS Group AG | $2.3M | 36,844 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 32,591 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 29,153 | Added |
| 16 | Cetera Investment Advisers | $1.8M | 28,824 | Added |
| 17 | PGIM Custom Harvest LLC | $1.8M | 28,269 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $1.8M | 27,826 | Trimmed |
| 19 | Rockefeller Capital Management L.P. | $1.8M | 27,821 | Added |
| 20 | GOLDMAN SACHS GROUP INC | $1.7M | 27,334 | Trimmed |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.6M | 25,499 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $1.4M | 22,574 | Trimmed |
| 23 | NAVELLIER & ASSOCIATES INC | $1.3M | 20,341 | Trimmed |
| 24 | Proactive Wealth Strategies LLC | $1.1M | 17,258 | Added |
| 25 | Regal Investment Advisors LLC | $1.1M | 17,239 | Hold |