| 1 | MORGAN STANLEY | $27.9M | 268,497 | Added |
| 2 | HighTower Advisors, LLC | $23.3M | 224,116 | Added |
| 3 | Peak Asset Management, LLC | $14.0M | 134,946 | Trimmed |
| 4 | LPL Financial LLC | $8.2M | 79,110 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $7.7M | 74,458 | Added |
| 6 | Royal Bank of Canada | $6.5M | 62,377 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $5.7M | 54,766 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $5.0M | 47,709 | Added |
| 9 | Cavalier Investments, LLC | $4.8M | 45,960 | New |
| 10 | UBS Group AG | $4.5M | 43,653 | Added |
| 11 | TRUIST FINANCIAL CORP | $2.9M | 28,343 | New |
| 12 | MML INVESTORS SERVICES, LLC | $2.9M | 27,534 | New |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 27,156 | Added |
| 14 | TWO SIGMA INVESTMENTS, LP | $2.5M | 24,500 | New |
| 15 | Joseph Group Capital Management | $2.4M | 22,713 | Added |
| 16 | Cetera Investment Advisers | $2.1M | 20,462 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $2.0M | 19,790 | Added |
| 18 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $1.9M | 18,034 | Trimmed |
| 19 | Trilogy Capital Inc. | $1.7M | 15,981 | Added |
| 20 | Institute for Wealth Management, LLC. | $1.3M | 12,100 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 10,305 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.0M | 10,109 | Added |
| 23 | OSAIC HOLDINGS, INC. | $913,541 | 8,803 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $750,143 | 7,278 | Trimmed |
| 25 | Hennion & Walsh Asset Management, Inc. | $721,132 | 6,950 | New |