| 1 | WELLS FARGO & COMPANY/MN | $16.9M | 1.3M | Added |
| 2 | MORGAN STANLEY | $12.1M | 962,244 | Added |
| 3 | Mission Hills Financial Advisory, LLC | $10.7M | 854,897 | Added |
| 4 | LPL Financial LLC | $10.0M | 798,372 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $9.1M | 726,416 | Added |
| 6 | Gradient Investments LLC | $7.8M | 624,614 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.4M | 187,545 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.6M | 126,365 | Trimmed |
| 9 | Thrive Capital Management, LLC | $1.5M | 121,782 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 112,785 | Added |
| 11 | KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 105,751 | Added |
| 12 | CITADEL ADVISORS LLC | $1.3M | 103,562 | New |
| 13 | Equitable Holdings, Inc. | $1.3M | 93,483 | Added |
| 14 | UBS Group AG | $1.2M | 94,354 | Trimmed |
| 15 | Harvest Investment Services, LLC | $858,742 | 68,480 | Added |
| 16 | Endowment Wealth Management, Inc. | $727,110 | 57,983 | Added |
| 17 | Cetera Investment Advisers | $722,286 | 57,599 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $693,817 | 55,328 | Added |
| 19 | OSAIC HOLDINGS, INC. | $665,494 | 53,068 | Trimmed |
| 20 | Kovack Advisors, Inc. | $619,844 | 49,574 | Trimmed |
| 21 | IFP Advisors, Inc | $516,034 | 41,151 | Trimmed |
| 22 | WINNOW WEALTH LLC | $407,429 | 32,490 | Added |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $398,045 | 31,742 | Added |
| 24 | CreativeOne Wealth, LLC | $384,871 | 30,691 | Trimmed |
| 25 | Tower Research Capital LLC (TRC) | $372,375 | 29,695 | Trimmed |