| 1 | LPL Financial LLC | $47.3M | 583,563 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $34.6M | 426,932 | Added |
| 3 | MORGAN STANLEY | $14.5M | 179,118 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $12.4M | 152,506 | Added |
| 5 | OSAIC HOLDINGS, INC. | $10.1M | 124,761 | Added |
| 6 | Kestra Advisory Services, LLC | $9.5M | 117,360 | Added |
| 7 | STUDIO INVESTMENT MANAGEMENT LLC | $7.8M | 96,628 | Added |
| 8 | DENVER WEALTH MANAGEMENT, INC. | $7.6M | 93,577 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $7.0M | 85,860 | Added |
| 10 | VICTORY FINANCIAL GROUP, LLC | $4.8M | 59,765 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $4.4M | 54,287 | Added |
| 12 | RM Financial Services, LLC | $4.1M | 50,393 | Added |
| 13 | UBS Group AG | $4.1M | 50,378 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.1M | 49,653 | Added |
| 15 | WealthCare Investment Partners, LLC | $3.9M | 48,962 | Added |
| 16 | Advisory Services Network, LLC | $3.3M | 40,807 | Added |
| 17 | Friedenthal Financial | $3.3M | 40,751 | Added |
| 18 | Marshall & Sterling Wealth Advisors Inc. | $3.2M | 39,157 | Added |
| 19 | TWO SIGMA INVESTMENTS, LP | $3.1M | 38,400 | New |
| 20 | REDSTONE WEALTH MANAGEMENT, LLC | $3.0M | 36,756 | Added |
| 21 | Arete Wealth Advisors, LLC | $3.0M | 36,646 | New |
| 22 | Jackson Wealth Management, LLC | $2.7M | 33,691 | Added |
| 23 | Dakota Wealth Management | $2.6M | 31,606 | Trimmed |
| 24 | WELLS FARGO & COMPANY/MN | $2.5M | 31,143 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $2.5M | 30,769 | Added |