| 1 | MORGAN STANLEY | $51.9M | 1.8M | Added |
| 2 | LPL Financial LLC | $33.9M | 1.2M | Trimmed |
| 3 | Concurrent Investment Advisors, LLC | $13.2M | 451,677 | Added |
| 4 | Royal Bank of Canada | $11.7M | 400,691 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $11.6M | 395,313 | Added |
| 6 | Marshall Financial Group, LLC | $11.1M | 378,657 | Added |
| 7 | OSAIC HOLDINGS, INC. | $9.9M | 339,820 | Added |
| 8 | FIRST TRUST ADVISORS LP | $9.8M | 334,078 | Added |
| 9 | Seascape Capital Management | $7.4M | 251,947 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 240,435 | Added |
| 11 | &PARTNERS | $4.5M | 153,243 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.7M | 125,289 | Trimmed |
| 13 | Cetera Investment Advisers | $3.2M | 110,701 | Added |
| 14 | Euro Pacific Asset Management, LLC | $3.2M | 109,054 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $2.5M | 86,262 | Trimmed |
| 16 | Endowment Wealth Management, Inc. | $2.4M | 81,169 | Added |
| 17 | IAMS WEALTH MANAGEMENT, LLC | $2.3M | 78,322 | Trimmed |
| 18 | NewEdge Advisors, LLC | $2.2M | 75,398 | Trimmed |
| 19 | Walkner Condon Financial Advisors LLC | $1.8M | 60,441 | Added |
| 20 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.7M | 58,308 | Added |
| 21 | JANE STREET GROUP, LLC | $1.6M | 55,535 | Trimmed |
| 22 | Sanctuary Advisors, LLC | $1.6M | 55,446 | Added |
| 23 | Avior Wealth Management, LLC | $1.5M | 51,379 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.3M | 45,572 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $1.3M | 45,387 | Trimmed |