| 1 | RAYMOND JAMES FINANCIAL INC | $15.1M | 448,088 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $12.6M | 375,868 | Added |
| 3 | Cetera Investment Advisers | $11.4M | 338,327 | Added |
| 4 | LPL Financial LLC | $7.0M | 208,228 | Added |
| 5 | Onyx Bridge Wealth Group LLC | $4.7M | 141,242 | Trimmed |
| 6 | Sequent Planning LLC | $4.7M | 140,692 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $4.7M | 138,578 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $4.6M | 136,056 | Trimmed |
| 9 | ODonnell Financial Services, LLC | $4.5M | 135,096 | Added |
| 10 | Kestra Advisory Services, LLC | $4.5M | 132,611 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 127,166 | Added |
| 12 | OSAIC HOLDINGS, INC. | $3.4M | 101,378 | Trimmed |
| 13 | Sloy Dahl & Holst, LLC | $2.7M | 80,095 | Trimmed |
| 14 | Rockefeller Capital Management L.P. | $2.5M | 75,500 | Trimmed |
| 15 | SMART Wealth LLC | $1.9M | 56,425 | Added |
| 16 | Steward Partners Investment Advisory, LLC | $1.7M | 51,221 | Trimmed |
| 17 | HARBOUR INVESTMENTS, INC. | $1.5M | 44,472 | Trimmed |
| 18 | Synergy Asset Management, LLC | $1.4M | 41,376 | Trimmed |
| 19 | 1776 Wealth LLC | $1.4M | 40,747 | Trimmed |
| 20 | FWG Investments, LLC. | $1.3M | 38,235 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $1.2M | 36,212 | New |
| 22 | Keystone Wealth Services, LLC | $1.2M | 34,935 | New |
| 23 | Faithward Advisors, LLC | $1.1M | 33,545 | Trimmed |
| 24 | Clear Creek Financial Management, LLC | $1.1M | 33,441 | Trimmed |
| 25 | Regal Investment Advisors LLC | $1.0M | 30,200 | Trimmed |