| 1 | AMERIPRISE FINANCIAL INC | $746.7M | 24.9M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $397.9M | 13.3M | Added |
| 3 | LPL Financial LLC | $41.0M | 1.4M | Added |
| 4 | Amplius Wealth Advisors, LLC | $39.9M | 1.3M | New |
| 5 | Sanctuary Advisors, LLC | $39.2M | 1.3M | Added |
| 6 | Pine Valley Investments Ltd Liability Co | $29.3M | 978,219 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $21.1M | 704,222 | Added |
| 8 | Tassel Capital Management, Inc. | $13.4M | 447,838 | Added |
| 9 | J.W. COLE ADVISORS, INC. | $12.8M | 428,096 | Trimmed |
| 10 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $10.1M | 337,697 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $9.1M | 304,359 | Added |
| 12 | Dakota Wealth Management | $7.1M | 237,187 | New |
| 13 | Systelligence, LLC | $7.1M | 235,301 | New |
| 14 | Symphony Financial, Ltd. Co. | $4.7M | 155,339 | New |
| 15 | OSAIC HOLDINGS, INC. | $4.2M | 141,428 | Trimmed |
| 16 | CITADEL ADVISORS LLC | $3.8M | 125,780 | New |
| 17 | Private Advisor Group, LLC | $3.6M | 118,458 | Added |
| 18 | RETIREMENT PLANNING GROUP, LLC / NY | $3.5M | 115,780 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 108,050 | Added |
| 20 | Royal Bank of Canada | $2.6M | 86,654 | Added |
| 21 | DAGCO, INC. | $2.2M | 74,241 | New |
| 22 | NATIXIS ADVISORS, LLC | $2.1M | 68,577 | Added |
| 23 | Wealth Management Associates, Inc. | $1.6M | 53,220 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $1.2M | 41,608 | Trimmed |
| 25 | Redhawk Wealth Advisors, Inc. | $1.1M | 35,954 | Added |