| 1 | MORGAN STANLEY | $29.2M | 1.2M | Added |
| 2 | LPL Financial LLC | $7.2M | 291,175 | Trimmed |
| 3 | QUANTUM FINANCIAL PARTNERS LLC | $6.9M | 281,200 | New |
| 4 | TRUIST FINANCIAL CORP | $6.4M | 262,403 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $6.4M | 261,364 | Added |
| 6 | Kovitz Investment Group Partners, LLC | $6.4M | 259,244 | New |
| 7 | Sound Income Strategies, LLC | $5.7M | 233,036 | Trimmed |
| 8 | INTEGRITY ALLIANCE, LLC. | $4.7M | 190,387 | Added |
| 9 | Merit Financial Group, LLC | $4.3M | 175,271 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.9M | 159,501 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 157,880 | New |
| 12 | Equitable Holdings, Inc. | $3.0M | 121,141 | Added |
| 13 | Cetera Investment Advisers | $1.9M | 75,368 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 69,709 | Added |
| 15 | CITADEL ADVISORS LLC | $1.6M | 66,467 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $1.6M | 66,437 | Added |
| 17 | Kestra Advisory Services, LLC | $1.5M | 59,791 | Added |
| 18 | Ameritas Advisory Services, LLC | $1.1M | 43,835 | Added |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $936,585 | 38,042 | Added |
| 20 | OPPENHEIMER & CO INC | $815,392 | 33,173 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $808,000 | 32,883 | Trimmed |
| 22 | Destination Wealth Management | $766,527 | 31,185 | Added |
| 23 | PARK AVENUE SECURITIES LLC | $677,000 | 27,544 | Trimmed |
| 24 | JANE STREET GROUP, LLC | $448,610 | 18,251 | New |
| 25 | McNaughton Wealth Management, LLC | $331,830 | 13,500 | New |