| 1 | UBS Group AG | $27.1M | 1.1M | Trimmed |
| 2 | LPL Financial LLC | $12.0M | 481,597 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 471,613 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.3M | 294,352 | Added |
| 5 | TRUIST FINANCIAL CORP | $7.2M | 291,608 | Added |
| 6 | Brookwood Investment Group LLC | $6.6M | 264,920 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 245,461 | Added |
| 8 | Castle Rock Wealth Management, LLC | $3.2M | 133,065 | Added |
| 9 | Proactive Wealth Strategies LLC | $2.1M | 86,330 | Added |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 74,974 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 69,998 | Added |
| 12 | Advisory Advocates, LLC | $1.7M | 68,973 | Added |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7M | 66,754 | Trimmed |
| 14 | Keystone Financial Services, LLC | $1.5M | 62,148 | Added |
| 15 | Sargent Investment Group, LLC | $1.5M | 60,628 | Hold |
| 16 | Worth Financial Advisory Group, LLC | $1.4M | 57,555 | Added |
| 17 | Western Wealth Management, LLC | $1.3M | 51,678 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $1.1M | 48,276 | Added |
| 19 | &PARTNERS | $1.0M | 41,615 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.0M | 41,369 | Trimmed |
| 21 | Royal Bank of Canada | $874,000 | 35,235 | Added |
| 22 | DAVENPORT & Co LLC | $829,712 | 33,433 | Added |
| 23 | Balentine LLC | $757,167 | 30,510 | Hold |
| 24 | Cetera Investment Advisers | $512,030 | 20,632 | Added |
| 25 | Savant Capital, LLC | $325,365 | 14,690 | New |