| 1 | MORGAN STANLEY | $15.6M | 778,240 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $13.4M | 669,696 | Added |
| 3 | LPL Financial LLC | $13.1M | 652,475 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $13.0M | 646,309 | Added |
| 5 | GSG Advisors LLC | $10.4M | 517,719 | Added |
| 6 | Royal Bank of Canada | $7.0M | 348,015 | Added |
| 7 | OSAIC HOLDINGS, INC. | $6.9M | 344,084 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $6.8M | 337,934 | Added |
| 9 | NewEdge Advisors, LLC | $5.1M | 256,610 | Trimmed |
| 10 | VAQUERO PRIVATE WEALTH, LTD | $4.8M | 237,797 | New |
| 11 | UBS Group AG | $4.6M | 229,246 | Added |
| 12 | JPMORGAN CHASE & CO | $3.4M | 171,091 | Trimmed |
| 13 | J.W. COLE ADVISORS, INC. | $3.2M | 158,631 | Added |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 157,770 | Added |
| 15 | Kestra Advisory Services, LLC | $2.8M | 141,231 | Added |
| 16 | Rockefeller Capital Management L.P. | $2.5M | 125,283 | Trimmed |
| 17 | Baird Financial Group, Inc. | $2.5M | 124,370 | Hold |
| 18 | Gateway Wealth Partners, LLC | $2.2M | 109,033 | Trimmed |
| 19 | Insight Inv LLC | $2.2M | 108,495 | Trimmed |
| 20 | Thrivent Financial for Lutherans | $2.0M | 99,686 | Added |
| 21 | TRUIST FINANCIAL CORP | $1.9M | 94,740 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.9M | 93,438 | Added |
| 23 | Cetera Investment Advisers | $1.8M | 89,304 | Trimmed |
| 24 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $1.7M | 82,431 | Added |
| 25 | White Wing Wealth Management | $1.6M | 79,877 | New |