| 1 | MORGAN STANLEY | $19.9M | 1.2M | Added |
| 2 | LPL Financial LLC | $17.2M | 1.1M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $10.6M | 653,911 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $9.1M | 564,283 | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $7.9M | 486,663 | Added |
| 6 | Royal Bank of Canada | $6.8M | 419,475 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.0M | 369,418 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $4.7M | 287,865 | Added |
| 9 | Cetera Investment Advisers | $4.5M | 278,673 | Trimmed |
| 10 | Rockport Wealth LLC | $4.2M | 257,149 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 252,727 | Trimmed |
| 12 | Rockefeller Capital Management L.P. | $3.1M | 192,858 | Added |
| 13 | OSAIC HOLDINGS, INC. | $2.7M | 163,721 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $2.6M | 163,306 | Trimmed |
| 15 | Capital Investment Advisory Services, LLC | $2.3M | 141,120 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $2.1M | 132,134 | Added |
| 17 | Total Clarity Wealth Management, Inc. | $1.9M | 117,910 | Added |
| 18 | Harvest Investment Services, LLC | $1.9M | 115,291 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $1.6M | 84,866 | Added |
| 20 | WEDBUSH SECURITIES INC | $1.6M | 98,402 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 96,852 | Added |
| 22 | &PARTNERS | $1.3M | 82,696 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $1.3M | 82,257 | Added |
| 24 | Elevation Capital Advisory, LLC | $1.3M | 79,459 | Trimmed |
| 25 | UBS Group AG | $1.1M | 70,255 | Added |