| 1 | BANK OF AMERICA CORP /DE/ | $46.3M | 923,052 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 446,264 | Added |
| 3 | UBS Group AG | $21.6M | 430,243 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 367,410 | Added |
| 5 | MORGAN STANLEY | $16.7M | 332,980 | Added |
| 6 | LPL Financial LLC | $11.0M | 219,258 | Trimmed |
| 7 | Holos Integrated Wealth LLC | $9.9M | 198,581 | Added |
| 8 | OSAIC HOLDINGS, INC. | $8.2M | 163,458 | Added |
| 9 | Royal Bank of Canada | $6.5M | 129,638 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $5.7M | 114,487 | Added |
| 11 | Kestra Advisory Services, LLC | $5.4M | 106,845 | Added |
| 12 | Regal Investment Advisors LLC | $4.7M | 94,389 | Added |
| 13 | Sanctuary Advisors, LLC | $4.1M | 81,803 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $4.0M | 80,246 | Trimmed |
| 15 | Salus Financial Advisors, LLC | $4.0M | 79,432 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $3.8M | 75,274 | Added |
| 17 | Savant Capital, LLC | $3.3M | 66,480 | Added |
| 18 | Cetera Investment Advisers | $3.2M | 64,186 | Added |
| 19 | Merkkuri Wealth Advisors LLC | $3.0M | 60,605 | New |
| 20 | OLD MISSION CAPITAL LLC | $2.8M | 55,133 | New |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 53,614 | Added |
| 22 | Fidelis Wealth Advisors LLC | $2.5M | 49,910 | New |
| 23 | Focus Partners Wealth | $2.3M | 45,572 | Added |
| 24 | Koshinski Asset Management, Inc. | $2.2M | 43,768 | Added |
| 25 | B. Riley Wealth Advisors, Inc. | $2.2M | 42,931 | Added |