| 1 | Destination Wealth Management | $85.8M | 929,645 | Added |
| 2 | LPL Financial LLC | $33.8M | 365,901 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $27.0M | 292,864 | Added |
| 4 | MORGAN STANLEY | $20.5M | 221,719 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.4M | 188,338 | Trimmed |
| 6 | Capital Investment Advisory Services, LLC | $10.6M | 114,352 | Added |
| 7 | Twelve Points Wealth Management LLC | $10.5M | 113,196 | Added |
| 8 | Harbour Wealth Management Group, Inc. | $9.6M | 104,447 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.3M | 68,402 | Trimmed |
| 10 | MML INVESTORS SERVICES, LLC | $5.8M | 62,678 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 59,857 | New |
| 12 | BANK OF MONTREAL /CAN/ | $5.2M | 56,260 | Trimmed |
| 13 | Founders Financial Alliance, LLC | $4.9M | 53,117 | Added |
| 14 | UBS Group AG | $4.7M | 51,430 | Trimmed |
| 15 | Rockefeller Capital Management L.P. | $3.9M | 42,570 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $3.9M | 41,955 | Added |
| 17 | Savvy Advisors, Inc. | $3.2M | 34,842 | Added |
| 18 | Janney Montgomery Scott LLC | $2.6M | 27,904 | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 26,989 | Added |
| 20 | Royal Bank of Canada | $2.5M | 26,867 | Trimmed |
| 21 | Betterment LLC | $2.2M | 24,002 | Added |
| 22 | WCG Wealth Advisors LLC | $2.0M | 21,873 | Added |
| 23 | Red Wave Investments LLC | $2.0M | 21,669 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $2.0M | 21,235 | Added |
| 25 | JANE STREET GROUP, LLC | $1.9M | 20,872 | Added |