| 1 | RAYMOND JAMES FINANCIAL INC | $29.9M | 725,061 | Added |
| 2 | Cetera Investment Advisers | $20.3M | 492,470 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 474,211 | Added |
| 4 | OSAIC HOLDINGS, INC. | $17.7M | 429,079 | Added |
| 5 | Atria Investments, Inc | $17.5M | 424,651 | Added |
| 6 | LPL Financial LLC | $15.5M | 375,220 | Added |
| 7 | Mariner, LLC | $10.8M | 263,272 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 238,641 | Added |
| 9 | First International Bank of Israel Ltd. | $8.2M | 200,000 | Hold |
| 10 | Kestra Advisory Services, LLC | $6.1M | 148,862 | Trimmed |
| 11 | Focus Partners Wealth | $5.8M | 141,194 | Trimmed |
| 12 | Avantra Family Wealth, Inc. | $4.5M | 108,930 | Added |
| 13 | MAI Capital Management | $4.3M | 105,248 | Added |
| 14 | BAM Wealth Management, LLC | $4.3M | 104,305 | New |
| 15 | CreativeOne Wealth, LLC | $3.6M | 86,666 | Added |
| 16 | VestGen Advisors, LLC | $3.5M | 84,174 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $2.1M | 50,994 | Added |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 45,688 | Added |
| 19 | Foundations Investment Advisors, LLC | $1.9M | 45,627 | Trimmed |
| 20 | Arkadios Wealth Advisors | $1.8M | 43,979 | Trimmed |
| 21 | Tanglewood Legacy Advisors, LLC | $1.8M | 43,132 | Added |
| 22 | CAPTRUST FINANCIAL ADVISORS | $1.6M | 39,784 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $1.5M | 36,627 | Added |
| 24 | Keystone Wealth Services, LLC | $1.5M | 36,071 | Trimmed |
| 25 | Gallagher Fiduciary Advisors, LLC | $1.5M | 35,913 | Added |