| 1 | LPL Financial LLC | $5.3M | 205,112 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $5.2M | 199,169 | Added |
| 3 | PMG Family Office LLC | $2.6M | 99,219 | Added |
| 4 | Cetera Investment Advisers | $2.5M | 96,167 | Added |
| 5 | Cannon Wealth Management Services, LLC | $696,109 | 26,825 | Added |
| 6 | OSAIC HOLDINGS, INC. | $475,316 | 18,317 | Trimmed |
| 7 | Triumph Capital Management | $460,924 | 17,762 | Added |
| 8 | Dynamic Advisor Solutions LLC | $454,754 | 17,524 | Trimmed |
| 9 | Royal Bank of Canada | $438,000 | 16,875 | Added |
| 10 | Comprehensive Money Management Services LLC | $435,960 | 16,800 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $384,735 | 14,826 | Added |
| 12 | CERTIOR FINANCIAL GROUP, LLC | $357,357 | 13,771 | Trimmed |
| 13 | Comprehensive Financial Consultants Institutional, Inc. | $295,389 | 11,383 | Hold |
| 14 | RAYMOND JAMES FINANCIAL INC | $284,498 | 10,963 | Trimmed |
| 15 | Patriot Financial Group Insurance Agency, LLC | $270,272 | 10,416 | New |
| 16 | Kestra Advisory Services, LLC | $266,422 | 10,267 | Added |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $259,167 | 9,906 | Added |
| 18 | SBI Securities Co., Ltd. | $255,166 | 9,833 | Added |
| 19 | OLD MISSION CAPITAL LLC | $215,696 | 8,312 | New |
| 20 | Farther Finance Advisors, LLC | $133,196 | 5,091 | Added |
| 21 | Opal Wealth Advisors, LLC | $125,417 | 4,833 | New |
| 22 | NBC SECURITIES, INC. | $23,355 | 900 | Hold |
| 23 | FMR LLC | $21,244 | 819 | Trimmed |
| 24 | Harbor Asset Planning, Inc. | $15,051 | 580 | Hold |
| 25 | UBS Group AG | $12,845 | 495 | Trimmed |