| 1 | LPL Financial LLC | $20.2M | 714,111 | Added |
| 2 | Horizon Wealth Management, LLC | $15.5M | 550,093 | Added |
| 3 | ASSETMARK, INC | $11.3M | 400,322 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $8.0M | 282,040 | Added |
| 5 | Kestra Advisory Services, LLC | $7.9M | 281,002 | Added |
| 6 | Hancock Prospecting Pty Ltd | $7.7M | 274,505 | Hold |
| 7 | Advisory Services Network, LLC | $7.7M | 272,639 | Trimmed |
| 8 | Quattro Advisors LLC | $7.1M | 252,498 | Added |
| 9 | JPMORGAN CHASE & CO | $6.9M | 257,702 | Added |
| 10 | Advocacy Wealth Management, LLC | $6.4M | 227,079 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $4.5M | 159,433 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.4M | 120,316 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 118,215 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 109,272 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $2.9M | 103,813 | Added |
| 16 | Prospera Financial Services Inc | $2.8M | 99,444 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $2.7M | 94,069 | Added |
| 18 | Rockefeller Capital Management L.P. | $2.6M | 93,514 | Trimmed |
| 19 | Perigon Wealth Management, LLC | $2.4M | 83,475 | Hold |
| 20 | Tradition Wealth Management, LLC | $2.0M | 71,882 | Added |
| 21 | AdvisorNet Financial, Inc | $2.0M | 70,841 | Added |
| 22 | FLOW TRADERS U.S. LLC | $1.9M | 66,423 | Trimmed |
| 23 | Janney Montgomery Scott LLC | $1.9M | 65,556 | Added |
| 24 | STIFEL FINANCIAL CORP | $1.8M | 65,016 | Added |
| 25 | Private Advisor Group, LLC | $1.5M | 54,294 | Trimmed |