| 1 | Allworth Financial LP | $30.5M | 950,770 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 258,334 | Trimmed |
| 3 | XML Financial, LLC | $4.1M | 128,193 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $3.5M | 110,755 | Trimmed |
| 5 | Cetera Investment Advisers | $3.4M | 104,716 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $3.1M | 95,946 | Added |
| 7 | PRINCIPAL SECURITIES, INC. | $2.9M | 90,433 | Trimmed |
| 8 | RED CRANE WEALTH MANAGEMENT, LLC | $2.6M | 80,443 | Added |
| 9 | Berger Financial Group, Inc | $2.3M | 72,250 | Trimmed |
| 10 | BLAIR WILLIAM & CO/IL | $2.2M | 68,387 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $2.1M | 66,444 | Trimmed |
| 12 | BFI Wealth Solutions, LLC | $2.0M | 62,665 | Added |
| 13 | LPL Financial LLC | $1.9M | 59,876 | Added |
| 14 | Diligent Investors, LLC | $1.8M | 57,159 | Hold |
| 15 | Compass Advisory Group LLC | $1.7M | 54,117 | Trimmed |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 46,053 | Hold |
| 17 | Long Island Wealth Management, Inc. | $1.4M | 44,514 | Trimmed |
| 18 | Fragasso Financial Advisors Inc | $1.3M | 40,637 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 48,326 | Trimmed |
| 20 | Focus Partners Wealth | $1.2M | 37,435 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 35,131 | Added |
| 22 | Cornerstone Wealth, LLC/TN | $1.1M | 34,276 | New |
| 23 | ODonnell Financial Services, LLC | $1.1M | 35,065 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.1M | 34,313 | Trimmed |
| 25 | Jacobi Capital Management LLC | $1.0M | 32,545 | Hold |