| 1 | MORGAN STANLEY | $55.5M | 277,568 | Added |
| 2 | LPL Financial LLC | $55.3M | 276,498 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $42.5M | 212,489 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $25.1M | 125,696 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 68,726 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $12.0M | 61,706 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $10.0M | 50,000 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $9.9M | 49,708 | Added |
| 9 | TRUIST FINANCIAL CORP | $9.7M | 48,475 | Trimmed |
| 10 | Virtu Financial LLC | $8.5M | 42,443 | New |
| 11 | Plotkin Financial Advisors, LLC | $8.3M | 41,711 | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $8.3M | 41,539 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.2M | 35,895 | Added |
| 14 | Kestra Advisory Services, LLC | $6.3M | 31,515 | Added |
| 15 | Cornerstone Wealth Management, LLC | $6.2M | 31,136 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 30,485 | Added |
| 17 | RPg Family Wealth Advisory, LLC | $6.1M | 30,273 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $5.9M | 29,310 | Added |
| 19 | Synergy Investment Management, LLC | $5.7M | 28,487 | Trimmed |
| 20 | Wealth Management Partners, LLC | $5.0M | 24,951 | Added |
| 21 | Creative Planning | $4.9M | 24,363 | Added |
| 22 | WEDBUSH SECURITIES INC | $4.8M | 24,070 | Trimmed |
| 23 | Geneos Wealth Management Inc. | $4.8M | 23,767 | Added |
| 24 | Royal Bank of Canada | $4.2M | 21,047 | Trimmed |
| 25 | Cetera Investment Advisers | $3.7M | 18,329 | Added |