| 1 | MORGAN STANLEY | $29.6M | 639,031 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $20.9M | 450,595 | Trimmed |
| 3 | LPL Financial LLC | $18.1M | 391,401 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $8.4M | 180,655 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $5.1M | 110,325 | Trimmed |
| 6 | Main Street Financial Solutions, LLC | $5.1M | 110,118 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.9M | 106,495 | Trimmed |
| 8 | Cassady Wealth & Retirement Planning, LLC | $4.5M | 96,521 | Added |
| 9 | NewEdge Advisors, LLC | $4.3M | 92,435 | Added |
| 10 | OSAIC HOLDINGS, INC. | $2.6M | 55,443 | Added |
| 11 | Apeiron RIA LLC | $2.5M | 52,977 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 42,480 | Trimmed |
| 13 | Total Clarity Wealth Management, Inc. | $2.0M | 42,418 | Trimmed |
| 14 | Wealth Management Partners, LLC | $1.9M | 40,009 | Trimmed |
| 15 | Institute for Wealth Management, LLC. | $1.7M | 36,312 | Trimmed |
| 16 | Bleakley Financial Group, LLC | $1.3M | 28,302 | Added |
| 17 | Palumbo Wealth Management LLC | $1.1M | 24,484 | Trimmed |
| 18 | Royal Bank of Canada | $991,000 | 21,418 | Added |
| 19 | HARBOUR INVESTMENTS, INC. | $884,092 | 19,101 | Trimmed |
| 20 | Savvy Advisors, Inc. | $806,831 | 17,432 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $786,939 | 17,002 | Added |
| 22 | CITADEL ADVISORS LLC | $687,056 | 14,844 | Trimmed |
| 23 | Creative Planning | $607,074 | 13,116 | Added |
| 24 | O'ROURKE & COMPANY, Inc | $576,673 | 12,459 | Added |
| 25 | RITHOLTZ WEALTH MANAGEMENT | $566,992 | 12,250 | Hold |