| 1 | Opal Wealth Advisors, LLC | $58.4M | 681,595 | Added |
| 2 | UBS Group AG | $38.2M | 446,279 | Added |
| 3 | LPL Financial LLC | $33.5M | 391,188 | Trimmed |
| 4 | MORGAN STANLEY | $28.7M | 334,673 | Trimmed |
| 5 | Cetera Investment Advisers | $24.3M | 283,104 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $17.3M | 202,085 | Trimmed |
| 7 | Royal Bank of Canada | $11.4M | 132,907 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $8.3M | 97,279 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 95,063 | Added |
| 10 | M&T Bank Corp | $7.4M | 86,580 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $5.2M | 60,220 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 54,660 | Trimmed |
| 13 | AA Financial Advisors, LLC | $4.5M | 52,655 | Added |
| 14 | TRUIST FINANCIAL CORP | $4.1M | 47,565 | Added |
| 15 | Janney Montgomery Scott LLC | $4.0M | 46,821 | New |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.9M | 45,450 | Added |
| 17 | HighTower Advisors, LLC | $3.7M | 43,456 | Trimmed |
| 18 | Gladstone Institutional Advisory LLC | $3.1M | 36,737 | Trimmed |
| 19 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.4M | 27,861 | Trimmed |
| 20 | PFG Advisors | $2.0M | 23,734 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.7M | 20,128 | Trimmed |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 19,565 | Added |
| 23 | PNC Financial Services Group, Inc. | $1.6M | 19,049 | Trimmed |
| 24 | GOLDMAN SACHS GROUP INC | $1.4M | 16,428 | Added |
| 25 | NATURAL INVESTMENTS, LLC | $1.4M | 16,181 | Added |