| 1 | MORGAN STANLEY | $12.3M | 223,570 | Added |
| 2 | New England Private Wealth Advisors LLC | $10.2M | 185,589 | Added |
| 3 | LPL Financial LLC | $10.0M | 181,554 | Trimmed |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.1M | 74,779 | Trimmed |
| 5 | Twelve Points Wealth Management LLC | $3.8M | 68,813 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $3.7M | 68,295 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $2.7M | 49,739 | Trimmed |
| 8 | Compton Wealth Advisory Group, LLC | $2.6M | 47,500 | Hold |
| 9 | Ameritas Advisory Services, LLC | $2.4M | 44,481 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 41,594 | Trimmed |
| 11 | Prosperity Consulting Group, LLC | $2.2M | 40,157 | Trimmed |
| 12 | UBS Group AG | $2.0M | 36,911 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 31,461 | Trimmed |
| 14 | KPP Advisory Services LLC | $1.6M | 28,720 | Trimmed |
| 15 | Cornerstone Financial Group, LLC /NE/ | $1.6M | 25,951 | Added |
| 16 | Royal Bank of Canada | $1.5M | 28,127 | Added |
| 17 | Cetera Investment Advisers | $1.5M | 27,003 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.5M | 26,704 | Added |
| 19 | Kestra Advisory Services, LLC | $1.3M | 24,255 | Added |
| 20 | STEPHENS INC /AR/ | $1.3M | 23,700 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.3M | 23,460 | Trimmed |
| 22 | Global View Capital Management LLC | $1.3M | 23,363 | New |
| 23 | Corient Private Wealth LLC | $1.2M | 22,165 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $1.1M | 20,884 | Trimmed |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 18,778 | Added |