| 1 | LPL Financial LLC | $36.7M | 617,509 | Added |
| 2 | MORGAN STANLEY | $31.8M | 535,104 | Added |
| 3 | Stonebridge Financial Group, LLC | $17.2M | 289,800 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $10.0M | 167,788 | Trimmed |
| 5 | LVM CAPITAL MANAGEMENT LTD/MI | $8.8M | 148,480 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.4M | 141,714 | Trimmed |
| 7 | United Advisor Group, LLC | $7.6M | 127,703 | Added |
| 8 | OSAIC HOLDINGS, INC. | $6.9M | 116,618 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 101,805 | Trimmed |
| 10 | UBS Group AG | $5.9M | 99,718 | Trimmed |
| 11 | Modern Wealth Management, LLC | $5.8M | 97,427 | Added |
| 12 | XML Financial, LLC | $5.8M | 97,128 | Trimmed |
| 13 | Linscomb Wealth, Inc. | $5.7M | 96,203 | Trimmed |
| 14 | Royal Bank of Canada | $5.0M | 83,919 | Trimmed |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | $4.7M | 79,482 | Added |
| 16 | IFG Advisory, LLC | $4.5M | 75,781 | New |
| 17 | BANK OF NOVA SCOTIA | $3.8M | 63,280 | Trimmed |
| 18 | Stonebridge Wealth Management, LLC | $3.6M | 61,142 | Trimmed |
| 19 | Philip James Wealth Mangement, LLC | $3.1M | 52,788 | Trimmed |
| 20 | Independent Advisor Alliance | $2.9M | 48,378 | Trimmed |
| 21 | Stratos Wealth Partners, LTD. | $2.7M | 44,868 | Trimmed |
| 22 | Dickmeyer Boyce Financial Management, Inc. | $2.6M | 43,205 | Added |
| 23 | Strategic Financial Concepts, LLC | $2.4M | 40,184 | Added |
| 24 | Vestmark Advisory Solutions, Inc. | $2.1M | 36,014 | Hold |
| 25 | CERTUITY, LLC | $2.1M | 35,508 | Trimmed |