| 1 | Destination Wealth Management | $90.1M | 967,931 | Added |
| 2 | LPL Financial LLC | $37.0M | 396,750 | Added |
| 3 | MORGAN STANLEY | $32.4M | 348,308 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $30.9M | 331,327 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $14.3M | 153,334 | Added |
| 6 | Twelve Points Wealth Management LLC | $11.5M | 123,444 | Added |
| 7 | Capital Investment Advisory Services, LLC | $10.8M | 115,582 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 113,395 | Trimmed |
| 9 | Harbour Wealth Management Group, Inc. | $9.9M | 106,109 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $7.1M | 75,945 | Added |
| 11 | Rockefeller Capital Management L.P. | $4.2M | 45,130 | Added |
| 12 | Founders Financial Alliance, LLC | $4.1M | 43,652 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $4.0M | 43,342 | Added |
| 14 | UBS Group AG | $3.9M | 41,912 | Trimmed |
| 15 | Savvy Advisors, Inc. | $3.6M | 38,798 | Added |
| 16 | BANK OF MONTREAL /CAN/ | $3.1M | 33,788 | Trimmed |
| 17 | Clark Capital Management Group, Inc. | $2.8M | 30,185 | New |
| 18 | Janney Montgomery Scott LLC | $2.5M | 26,950 | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 25,836 | Trimmed |
| 20 | WCG Wealth Advisors LLC | $2.3M | 24,788 | Added |
| 21 | Red Wave Investments LLC | $2.0M | 21,013 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.8M | 19,082 | Added |
| 23 | COLUMBIA ADVISORY PARTNERS LLC | $1.7M | 18,768 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $1.7M | 18,102 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $1.7M | 17,973 | Added |