| 1 | MORGAN STANLEY | $23.6M | 181,524 | Added |
| 2 | LPL Financial LLC | $21.6M | 165,885 | Trimmed |
| 3 | Royal Bank of Canada | $9.3M | 71,480 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.5M | 49,628 | Trimmed |
| 5 | Sanctuary Advisors, LLC | $6.3M | 48,385 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 45,572 | Added |
| 7 | Cetera Investment Advisers | $4.7M | 36,512 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $3.6M | 27,634 | Trimmed |
| 9 | Merit Financial Group, LLC | $3.4M | 25,793 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $3.0M | 23,055 | Added |
| 11 | Kingsview Wealth Management, LLC | $2.5M | 19,538 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.2M | 16,848 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 14,374 | Added |
| 14 | Axiom Financial Strategies, LLC | $1.7M | 13,375 | Added |
| 15 | BNB Wealth Management, LLC | $1.6M | 12,107 | Added |
| 16 | Focus Partners Advisor Solutions, LLC | $1.5M | 11,577 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.5M | 11,428 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $1.3M | 9,659 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 9,436 | Added |
| 20 | Advisory Services Network, LLC | $1.2M | 9,119 | Added |
| 21 | Saxony Capital Management, LLC | $1.2M | 9,017 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $1.1M | 8,582 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $1.1M | 8,296 | Trimmed |
| 24 | Strategic Blueprint, LLC | $1.0M | 8,005 | Added |
| 25 | Stratos Wealth Partners, LTD. | $813,555 | 6,259 | Added |