| 1 | LPL Financial LLC | $72.6M | 1.6M | Added |
| 2 | OSAIC HOLDINGS, INC. | $7.6M | 162,792 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.9M | 83,743 | Added |
| 4 | Cetera Investment Advisers | $3.6M | 77,443 | Added |
| 5 | SeaCrest Wealth Management, LLC | $3.0M | 63,925 | Added |
| 6 | STIFEL FINANCIAL CORP | $2.4M | 50,897 | Added |
| 7 | Key Client Fiduciary Advisors, LLC | $2.2M | 46,736 | Added |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 28,965 | Added |
| 9 | Ausdal Financial Partners, Inc. | $1.3M | 27,630 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 27,106 | Trimmed |
| 11 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | $990,480 | 21,322 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $817,117 | 17,590 | Added |
| 13 | TRUIST FINANCIAL CORP | $806,281 | 17,357 | Added |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $539,604 | 11,616 | Added |
| 15 | PRINCIPAL SECURITIES, INC. | $392,392 | 8,447 | Added |
| 16 | OPPENHEIMER & CO INC | $385,564 | 8,300 | Trimmed |
| 17 | Equitable Holdings, Inc. | $364,195 | 7,840 | New |
| 18 | CHILTON INVESTMENT CO INC. | $348,959 | 7,512 | Added |
| 19 | Prospera Financial Services Inc | $329,675 | 7,097 | Added |
| 20 | Independent Advisor Alliance | $293,029 | 6,308 | New |
| 21 | Balboa Wealth Partners | $250,524 | 5,393 | Trimmed |
| 22 | Steward Partners Investment Advisory, LLC | $224,138 | 4,825 | Added |
| 23 | WELLS FARGO & COMPANY/MN | $220,097 | 4,738 | Trimmed |
| 24 | PRIVATE TRUST CO NA | $148,605 | 3,199 | Hold |
| 25 | Royal Bank of Canada | $82,000 | 1,762 | Trimmed |