| 1 | LPL Financial LLC | $25.3M | 1.5M | Added |
| 2 | MORGAN STANLEY | $21.9M | 1.3M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $10.7M | 646,449 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $9.5M | 576,403 | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $9.0M | 543,420 | Added |
| 6 | Royal Bank of Canada | $7.0M | 424,849 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.3M | 381,966 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $5.0M | 301,453 | Added |
| 9 | Cetera Investment Advisers | $4.5M | 272,651 | Trimmed |
| 10 | Rockport Wealth LLC | $4.5M | 271,939 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 246,823 | Trimmed |
| 12 | Rockefeller Capital Management L.P. | $3.3M | 199,775 | Added |
| 13 | Total Clarity Wealth Management, Inc. | $2.9M | 173,956 | Added |
| 14 | OSAIC HOLDINGS, INC. | $2.8M | 166,781 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.7M | 163,426 | Added |
| 16 | Capital Investment Advisory Services, LLC | $2.2M | 130,920 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 124,986 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $2.0M | 122,308 | Added |
| 19 | Harvest Investment Services, LLC | $1.9M | 117,347 | Added |
| 20 | Kestra Advisory Services, LLC | $1.9M | 117,215 | Trimmed |
| 21 | WEDBUSH SECURITIES INC | $1.6M | 95,709 | Trimmed |
| 22 | Ameritas Advisory Services, LLC | $1.6M | 95,576 | Added |
| 23 | &PARTNERS | $1.4M | 85,549 | Added |
| 24 | Elevated Capital Advisors, LLC | $1.2M | 70,994 | Added |
| 25 | UBS Group AG | $1.1M | 65,358 | Trimmed |