| 1 | MORGAN STANLEY | $87.3M | 1.6M | Trimmed |
| 2 | LPL Financial LLC | $29.7M | 533,852 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $21.1M | 378,970 | Trimmed |
| 4 | Royal Bank of Canada | $17.8M | 319,646 | Trimmed |
| 5 | MGO ONE SEVEN LLC | $15.2M | 272,266 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $15.1M | 270,860 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $14.4M | 259,453 | Trimmed |
| 8 | Rockefeller Capital Management L.P. | $10.8M | 194,431 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $10.5M | 188,042 | Trimmed |
| 10 | UBS Group AG | $10.4M | 186,778 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.2M | 112,054 | Trimmed |
| 12 | Equitable Holdings, Inc. | $6.2M | 107,882 | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $5.4M | 97,598 | Added |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.7M | 83,949 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $4.3M | 77,751 | Trimmed |
| 16 | Private Advisor Group, LLC | $4.3M | 77,201 | Trimmed |
| 17 | Sanctuary Advisors, LLC | $4.2M | 76,003 | Trimmed |
| 18 | &PARTNERS | $4.0M | 72,572 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 64,810 | Added |
| 20 | OSAIC HOLDINGS, INC. | $3.2M | 57,505 | Trimmed |
| 21 | Ameritas Advisory Services, LLC | $3.2M | 56,785 | Added |
| 22 | Stratos Wealth Partners, LTD. | $3.1M | 55,709 | Added |
| 23 | ALPS ADVISORS INC | $3.1M | 55,610 | Hold |
| 24 | MML INVESTORS SERVICES, LLC | $2.7M | 48,777 | Trimmed |
| 25 | AMERIPRISE FINANCIAL INC | $2.0M | 36,064 | Trimmed |