| 1 | LPL Financial LLC | $40.3M | 873,589 | Trimmed |
| 2 | MORGAN STANLEY | $33.7M | 729,483 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $22.8M | 492,874 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $20.0M | 434,161 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $10.7M | 231,024 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $10.4M | 226,020 | Trimmed |
| 7 | Royal Bank of Canada | $10.4M | 225,517 | Added |
| 8 | Biltmore Family Office, LLC | $9.6M | 207,529 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $9.0M | 194,207 | Added |
| 10 | TRUIST FINANCIAL CORP | $8.9M | 192,913 | Added |
| 11 | OSAIC HOLDINGS, INC. | $8.1M | 175,098 | Added |
| 12 | Rockport Wealth LLC | $7.8M | 168,286 | Trimmed |
| 13 | Baird Financial Group, Inc. | $7.5M | 162,192 | Trimmed |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.3M | 157,738 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $6.2M | 134,998 | Added |
| 16 | Janney Montgomery Scott LLC | $5.3M | 113,881 | Added |
| 17 | Gateway Wealth Partners, LLC | $4.2M | 89,946 | Added |
| 18 | STIFEL FINANCIAL CORP | $4.1M | 89,361 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 88,547 | New |
| 20 | Integrated Wealth Concepts LLC | $3.7M | 80,649 | Added |
| 21 | Cetera Investment Advisers | $3.4M | 74,512 | Trimmed |
| 22 | UBS Group AG | $3.1M | 66,856 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $2.9M | 62,763 | Added |
| 24 | Jaffetilchin Investment Partners, LLC | $2.9M | 62,029 | New |
| 25 | BENJAMIN EDWARDS INC | $2.9M | 61,774 | Trimmed |