| 1 | LPL Financial LLC | $22.7M | 116,735 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $20.9M | 107,463 | Trimmed |
| 3 | MORGAN STANLEY | $14.1M | 72,346 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $13.9M | 71,545 | Trimmed |
| 5 | Transamerica Financial Advisors, LLC | $13.7M | 70,576 | Trimmed |
| 6 | AMERIPRISE FINANCIAL INC | $13.5M | 69,167 | Added |
| 7 | Janney Montgomery Scott LLC | $6.4M | 32,675 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 28,986 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $5.4M | 27,879 | Trimmed |
| 10 | Stratos Wealth Partners, LTD. | $4.2M | 21,345 | Added |
| 11 | Paller Financial Services Inc | $3.7M | 19,243 | Trimmed |
| 12 | HighTower Advisors, LLC | $3.5M | 18,102 | Trimmed |
| 13 | PRINCIPAL SECURITIES, INC. | $2.9M | 15,115 | Added |
| 14 | Cetera Investment Advisers | $2.9M | 14,839 | Trimmed |
| 15 | Royal Bank of Canada | $2.7M | 14,107 | Trimmed |
| 16 | StoneX Group Inc. | $2.4M | 12,497 | Trimmed |
| 17 | Private Advisor Group, LLC | $2.2M | 11,318 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $2.0M | 10,095 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $1.9M | 9,967 | Trimmed |
| 20 | American Trust | $1.8M | 9,035 | Added |
| 21 | GWN SECURITIES INC. | $1.6M | 7,996 | Trimmed |
| 22 | UBS Group AG | $1.5M | 7,578 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $1.5M | 7,280 | Hold |
| 24 | Belpointe Asset Management LLC | $1.4M | 7,417 | Added |
| 25 | Stonebridge Financial Planning Group, LLC | $1.4M | 6,970 | Trimmed |