| 1 | MORGAN STANLEY | $90.0M | 1.5M | Trimmed |
| 2 | LPL Financial LLC | $30.6M | 524,948 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $21.7M | 371,645 | Trimmed |
| 4 | Royal Bank of Canada | $17.5M | 300,573 | Trimmed |
| 5 | MGO ONE SEVEN LLC | $16.0M | 274,456 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $15.3M | 262,882 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $14.5M | 248,996 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.7M | 183,550 | Trimmed |
| 9 | UBS Group AG | $10.2M | 174,736 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $8.5M | 146,302 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $7.2M | 123,599 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.6M | 113,309 | Added |
| 13 | Equitable Holdings, Inc. | $5.9M | 100,854 | Trimmed |
| 14 | Ameritas Advisory Services, LLC | $5.6M | 96,857 | Added |
| 15 | Private Advisor Group, LLC | $4.4M | 76,256 | Trimmed |
| 16 | Sanctuary Advisors, LLC | $4.4M | 76,036 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 66,413 | Added |
| 18 | &PARTNERS | $3.7M | 64,018 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $3.5M | 60,672 | Added |
| 20 | NewEdge Advisors, LLC | $3.5M | 59,201 | Added |
| 21 | Stratos Wealth Partners, LTD. | $3.2M | 54,914 | Trimmed |
| 22 | MML INVESTORS SERVICES, LLC | $3.1M | 53,603 | Added |
| 23 | STIFEL FINANCIAL CORP | $2.5M | 42,846 | Trimmed |
| 24 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $2.4M | 40,932 | Trimmed |
| 25 | AMERIPRISE FINANCIAL INC | $2.1M | 35,161 | Trimmed |