| 1 | WELLS FARGO & COMPANY/MN | $18.6M | 1.5M | Added |
| 2 | LPL Financial LLC | $11.3M | 908,907 | Added |
| 3 | MORGAN STANLEY | $10.7M | 857,981 | Trimmed |
| 4 | Mission Hills Financial Advisory, LLC | $10.2M | 823,136 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $10.0M | 807,309 | Added |
| 6 | Gradient Investments LLC | $8.0M | 642,248 | Added |
| 7 | BNP PARIBAS FINANCIAL MARKETS | $4.2M | 338,644 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.7M | 214,547 | Added |
| 9 | Thrive Capital Management, LLC | $1.6M | 128,509 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 121,856 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.4M | 115,443 | Trimmed |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $999,487 | 80,474 | Trimmed |
| 13 | Cetera Investment Advisers | $886,937 | 71,412 | Added |
| 14 | Harvest Investment Services, LLC | $859,224 | 69,181 | Added |
| 15 | Equitable Holdings, Inc. | $855,120 | 68,850 | Trimmed |
| 16 | MML INVESTORS SERVICES, LLC | $775,606 | 62,448 | Added |
| 17 | Endowment Wealth Management, Inc. | $651,659 | 52,469 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $638,443 | 51,402 | Trimmed |
| 19 | WINNOW WEALTH LLC | $637,260 | 51,309 | Added |
| 20 | Kovack Advisors, Inc. | $600,178 | 48,112 | Trimmed |
| 21 | Jefferies Financial Group Inc. | $563,172 | 45,344 | New |
| 22 | JANE STREET GROUP, LLC | $561,384 | 45,200 | Added |
| 23 | IFP Advisors, Inc | $517,914 | 41,700 | Added |
| 24 | D. E. Shaw & Co., Inc. | $478,431 | 38,521 | New |
| 25 | CreativeOne Wealth, LLC | $442,676 | 35,642 | Added |