| 1 | LPL Financial LLC | $18.2M | 260,096 | Added |
| 2 | MORGAN STANLEY | $12.9M | 185,118 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $12.4M | 178,000 | Added |
| 4 | Royal Bank of Canada | $8.9M | 126,963 | Added |
| 5 | Kingsview Wealth Management, LLC | $8.5M | 122,159 | Added |
| 6 | Proactive Wealth Strategies LLC | $8.3M | 119,349 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.1M | 100,999 | Trimmed |
| 8 | Cetera Investment Advisers | $4.8M | 68,397 | Added |
| 9 | ROMAN BUTLER FULLERTON & CO | $3.4M | 47,850 | New |
| 10 | TRUIST FINANCIAL CORP | $3.3M | 46,570 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 40,400 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 40,028 | Trimmed |
| 13 | UBS Group AG | $2.4M | 34,123 | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $2.1M | 29,611 | Added |
| 15 | NWAM LLC | $1.4M | 20,098 | Added |
| 16 | IFG Advisory, LLC | $1.4M | 19,854 | New |
| 17 | CITADEL ADVISORS LLC | $1.2M | 16,678 | New |
| 18 | Kestra Advisory Services, LLC | $1.1M | 15,714 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $1.0M | 14,508 | Added |
| 20 | TWO SIGMA INVESTMENTS, LP | $1.0M | 14,500 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $998,000 | 14,293 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $876,718 | 12,558 | Trimmed |
| 23 | JONES FINANCIAL COMPANIES LLLP | $869,523 | 12,412 | Added |
| 24 | Gateway Wealth Partners, LLC | $865,485 | 12,397 | Trimmed |
| 25 | Pinnacle Bancorp, Inc. | $852,632 | 12,213 | Hold |