| 1 | LPL Financial LLC | $13.6M | 219,604 | Added |
| 2 | MORGAN STANLEY | $12.6M | 204,279 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $12.0M | 194,464 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $10.6M | 171,783 | Trimmed |
| 5 | Proactive Wealth Strategies LLC | $7.6M | 122,605 | Added |
| 6 | Kingsview Wealth Management, LLC | $7.5M | 121,478 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.7M | 108,325 | Added |
| 8 | Royal Bank of Canada | $6.3M | 101,235 | Trimmed |
| 9 | Cetera Investment Advisers | $3.7M | 60,279 | Added |
| 10 | TRUIST FINANCIAL CORP | $3.0M | 47,752 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 43,421 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 35,382 | Added |
| 13 | UBS Group AG | $2.1M | 34,634 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $2.1M | 33,520 | Added |
| 15 | Gateway Wealth Partners, LLC | $1.5M | 24,628 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 20,157 | Added |
| 17 | NWAM LLC | $1.2M | 20,089 | New |
| 18 | TWO SIGMA INVESTMENTS, LP | $956,228 | 15,475 | New |
| 19 | OSAIC HOLDINGS, INC. | $821,530 | 13,290 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $756,273 | 12,239 | Added |
| 21 | Pinnacle Bancorp, Inc. | $754,663 | 12,213 | Trimmed |
| 22 | Chicago Partners Investment Group LLC | $584,450 | 8,776 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $560,328 | 9,068 | Added |
| 24 | TCFG Investment Advisors, LLC | $557,671 | 9,025 | New |
| 25 | TCFG WEALTH MANAGEMENT, LLC | $557,671 | 9,025 | Added |