| 1 | MORGAN STANLEY | $58.9M | 1.4M | Added |
| 2 | Avantax Planning Partners, Inc. | $38.3M | 929,340 | Trimmed |
| 3 | Cetera Investment Advisers | $36.2M | 879,240 | Added |
| 4 | Del-Sette Capital Management, LLC | $18.6M | 450,638 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $14.7M | 355,861 | Added |
| 6 | Focus Partners Advisor Solutions, LLC | $14.5M | 352,141 | Trimmed |
| 7 | Brady Martz Wealth Solutions, LLC | $14.0M | 340,690 | Trimmed |
| 8 | LPL Financial LLC | $13.4M | 326,199 | Added |
| 9 | MGO ONE SEVEN LLC | $13.3M | 322,431 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $12.3M | 299,324 | Added |
| 11 | UBS Group AG | $12.3M | 298,824 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $11.7M | 284,398 | Added |
| 13 | Kingsview Wealth Management, LLC | $8.2M | 199,101 | New |
| 14 | American Alpha Advisors, LLC | $6.2M | 149,954 | Added |
| 15 | Royal Bank of Canada | $6.2M | 149,849 | Added |
| 16 | ForthRight Wealth Management, LLC | $5.3M | 127,526 | Trimmed |
| 17 | Tenzing Financial LLC | $5.2M | 125,047 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 115,699 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $4.4M | 107,314 | Added |
| 20 | ALPS ADVISORS INC | $4.0M | 97,965 | Hold |
| 21 | CAHILL FINANCIAL ADVISORS INC | $2.7M | 65,597 | Added |
| 22 | OSAIC HOLDINGS, INC. | $2.7M | 64,787 | Added |
| 23 | Genesee Capital Advisors, LLC | $2.7M | 64,520 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.6M | 63,877 | Added |
| 25 | TRUIST FINANCIAL CORP | $2.5M | 61,096 | Added |