| 1 | RAYMOND JAMES FINANCIAL INC | $39.7M | 951,083 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $28.5M | 683,298 | Trimmed |
| 3 | MORGAN STANLEY | $25.3M | 608,020 | Added |
| 4 | Royal Bank of Canada | $18.9M | 453,905 | Added |
| 5 | LPL Financial LLC | $15.5M | 371,074 | Trimmed |
| 6 | Steward Partners Investment Advisory, LLC | $7.5M | 180,137 | Added |
| 7 | IHT Wealth Management, LLC | $5.4M | 128,675 | New |
| 8 | OSAIC HOLDINGS, INC. | $3.6M | 85,772 | Added |
| 9 | PFG Investments, LLC | $3.0M | 71,773 | Added |
| 10 | SageGuard Financial Group, LLC | $2.9M | 69,441 | Added |
| 11 | PMG Family Office LLC | $2.2M | 53,144 | Added |
| 12 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $2.1M | 51,422 | New |
| 13 | Sanctuary Advisors, LLC | $1.8M | 43,911 | Trimmed |
| 14 | UBS Group AG | $1.8M | 43,005 | Added |
| 15 | Kingsview Wealth Management, LLC | $1.7M | 39,755 | Trimmed |
| 16 | Essex Financial Services, Inc. | $1.1M | 25,245 | Added |
| 17 | Clarus Wealth Advisors | $980,178 | 23,194 | Added |
| 18 | Integrated Wealth Concepts LLC | $977,048 | 23,435 | Trimmed |
| 19 | Lido Advisors, LLC | $818,640 | 19,635 | New |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | $808,436 | 19,390 | Trimmed |
| 21 | &PARTNERS | $772,282 | 18,524 | Added |
| 22 | Wick Capital Partners, LLC | $740,552 | 17,763 | Trimmed |
| 23 | Gladstone Institutional Advisory LLC | $654,101 | 15,689 | New |
| 24 | Focus Partners Wealth | $648,536 | 0 | Exited |
| 25 | AE Wealth Management LLC | $564,594 | 13,542 | Added |