| 1 | LPL Financial LLC | $9.8M | 95,394 | Added |
| 2 | Cetera Investment Advisers | $7.1M | 68,772 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $1.5M | 14,304 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 13,880 | Added |
| 5 | Royal Bank of Canada | $1.3M | 12,754 | Trimmed |
| 6 | Montz Harcus Wealth Management LLC | $1.2M | 11,688 | Added |
| 7 | Kestra Advisory Services, LLC | $1.0M | 9,981 | Added |
| 8 | MORGAN STANLEY | $854,211 | 8,328 | Trimmed |
| 9 | AA Financial Advisors, LLC | $732,254 | 7,139 | Trimmed |
| 10 | Brio Consultants, LLC | $714,780 | 6,969 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $657,582 | 6,411 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $535,553 | 5,221 | Trimmed |
| 13 | Ameritas Investment Partners, Inc. | $519,584 | 5,066 | Trimmed |
| 14 | Merit Financial Group, LLC | $517,890 | 5,049 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $407,925 | 3,977 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $399,555 | 3,804 | Trimmed |
| 17 | GOLDMAN SACHS GROUP INC | $398,899 | 3,889 | Hold |
| 18 | Gateway Wealth Partners, LLC | $358,084 | 3,491 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $332,000 | 3,240 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $331,495 | 3,232 | Added |
| 21 | GLENMEDE TRUST CO NA | $305,353 | 2,977 | Trimmed |
| 22 | LongView Wealth Management | $275,198 | 2,683 | Added |
| 23 | PACIFIC SUN FINANCIAL CORP | $246,170 | 2,400 | Trimmed |
| 24 | CreativeOne Wealth, LLC | $208,930 | 2,037 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $204,622 | 1,995 | New |