| 1 | Cetera Investment Advisers | $12.8M | 343,658 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 252,209 | Trimmed |
| 3 | LPL Financial LLC | $7.6M | 204,385 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.3M | 196,883 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $5.2M | 138,889 | Added |
| 6 | Onyx Bridge Wealth Group LLC | $5.0M | 133,301 | Trimmed |
| 7 | Sequent Planning LLC | $4.9M | 130,620 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $4.7M | 127,028 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $4.3M | 114,457 | Added |
| 10 | ODonnell Financial Services, LLC | $4.2M | 111,899 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 100,100 | Trimmed |
| 12 | Modern Wealth Management, LLC | $3.6M | 97,520 | Added |
| 13 | Sloy Dahl & Holst, LLC | $3.0M | 80,095 | Hold |
| 14 | Rockefeller Capital Management L.P. | $2.8M | 75,000 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $2.7M | 71,938 | Trimmed |
| 16 | SMART Wealth LLC | $2.5M | 66,415 | Added |
| 17 | SILVER OAK SECURITIES, INCORPORATED | $2.2M | 58,694 | Added |
| 18 | Steward Partners Investment Advisory, LLC | $1.9M | 50,737 | Trimmed |
| 19 | Faithward Advisors, LLC | $1.9M | 49,937 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $1.7M | 46,355 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $1.6M | 44,025 | Added |
| 22 | Keystone Wealth Services, LLC | $1.5M | 40,485 | Added |
| 23 | FWG Investments, LLC. | $1.5M | 40,317 | Added |
| 24 | 1776 Wealth LLC | $1.5M | 40,075 | Trimmed |
| 25 | Clear Creek Financial Management, LLC | $1.5M | 39,592 | Added |