| 1 | LPL Financial LLC | $58.7M | 1.2M | Trimmed |
| 2 | MML INVESTORS SERVICES, LLC | $17.8M | 356,852 | Added |
| 3 | MORGAN STANLEY | $13.4M | 267,580 | Added |
| 4 | STIFEL FINANCIAL CORP | $11.9M | 237,223 | Trimmed |
| 5 | Equitable Holdings, Inc. | $8.9M | 177,803 | Added |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.7M | 174,973 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 169,833 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $6.1M | 122,426 | Trimmed |
| 9 | UBS Group AG | $5.1M | 101,189 | Trimmed |
| 10 | Sunrise Financial Services, LLC | $4.1M | 81,444 | Added |
| 11 | Alpine Bank Wealth Management | $3.8M | 75,929 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $2.3M | 46,523 | Trimmed |
| 13 | Private Advisor Group, LLC | $2.2M | 43,346 | Added |
| 14 | Wealthcare Advisory Partners LLC | $2.0M | 40,336 | Added |
| 15 | TRUIST FINANCIAL CORP | $2.0M | 39,974 | Trimmed |
| 16 | Heck Capital Advisors, LLC | $2.0M | 39,273 | Added |
| 17 | Formidable Asset Management, LLC | $1.9M | 38,658 | Added |
| 18 | Rockefeller Capital Management L.P. | $1.8M | 36,665 | Trimmed |
| 19 | Tower Research Capital LLC (TRC) | $1.5M | 29,837 | New |
| 20 | Cetera Investment Advisers | $1.5M | 29,652 | Added |
| 21 | Marshall & Sterling Wealth Advisors Inc. | $1.4M | 27,152 | Added |
| 22 | Lido Advisors, LLC | $1.2M | 24,959 | Trimmed |
| 23 | KPP Advisory Services LLC | $1.1M | 21,273 | Hold |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 20,899 | Added |
| 25 | JANE STREET GROUP, LLC | $961,669 | 19,243 | Added |