| 1 | Spectrum Asset Management, Inc. | $53.7M | 5.0M | Added |
| 2 | Checchi Capital Advisers, LLC | $17.0M | 1.6M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $15.1M | 1.4M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 976,257 | Added |
| 5 | Private Advisor Group, LLC | $10.4M | 961,695 | Added |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $10.1M | 932,608 | Trimmed |
| 7 | Trinity Legacy Partners, LLC | $9.0M | 830,570 | Added |
| 8 | Manske Wealth Management | $8.1M | 751,282 | Added |
| 9 | Prairiewood Capital, LLC | $7.1M | 657,946 | Trimmed |
| 10 | Investors Research Corp | $6.6M | 609,077 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 585,174 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $5.8M | 535,327 | Trimmed |
| 13 | Banque Transatlantique SA | $5.3M | 485,094 | Added |
| 14 | Cordoba Advisory Partners LLC | $5.0M | 465,571 | Added |
| 15 | PLIMOTH TRUST CO LLC | $5.0M | 457,054 | Added |
| 16 | NOESIS CAPITAL MANGEMENT CORP | $4.9M | 454,412 | Added |
| 17 | Sound Income Strategies, LLC | $4.8M | 443,454 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.9M | 356,176 | Trimmed |
| 19 | Baker Avenue Asset Management, LP | $3.4M | 313,399 | Trimmed |
| 20 | Charles Schwab Trust Co | $3.3M | 307,033 | Trimmed |
| 21 | FIRST HAWAIIAN BANK | $3.0M | 278,337 | Added |
| 22 | NewSquare Capital LLC | $2.3M | 209,997 | Added |
| 23 | GeoWealth Management, LLC | $2.2M | 202,467 | Added |
| 24 | STEPHENS INC /AR/ | $2.2M | 202,239 | Added |
| 25 | Kestra Advisory Services, LLC | $2.2M | 198,758 | Trimmed |