| 1 | Integrated Wealth Concepts LLC | $3.3M | 40,525 | Trimmed |
| 2 | LPL Financial LLC | $2.8M | 34,366 | Trimmed |
| 3 | MORGAN STANLEY | $2.4M | 28,686 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.7M | 20,539 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $1.1M | 12,863 | Trimmed |
| 6 | Virtu Financial LLC | $775,000 | 9,440 | Added |
| 7 | Prospera Financial Services Inc | $609,520 | 7,423 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $538,000 | 6,551 | Added |
| 9 | WealthShield Partners, LLC | $451,468 | 5,498 | Added |
| 10 | TRUIST FINANCIAL CORP | $448,102 | 5,457 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $448,102 | 5,457 | Trimmed |
| 12 | PFG Advisors | $378,140 | 4,605 | New |
| 13 | JANE STREET GROUP, LLC | $373,131 | 4,544 | Trimmed |
| 14 | STRATEGY ASSET MANAGERS LLC | $278,780 | 3,395 | Hold |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $266,053 | 3,240 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $260,950 | 3,178 | Added |
| 17 | Aptus Capital Advisors, LLC | $191,164 | 2,328 | Hold |
| 18 | Institute for Wealth Management, LLC. | $98,538 | 1,200 | New |
| 19 | Keating Financial Advisory Services, Inc. | $61,176 | 745 | Added |
| 20 | Federation des caisses Desjardins du Quebec | $30,905 | 378 | Hold |
| 21 | IFG Advisory, LLC | $29,557 | 360 | New |
| 22 | Farther Finance Advisors, LLC | $20,529 | 250 | Trimmed |
| 23 | MB, LEVIS & ASSOCIATES, LLC | $10,675 | 130 | New |
| 24 | UBS Group AG | $6,159 | 75 | Added |
| 25 | T3 Companies, LLC | $4,675 | 55,000 | New |