| 1 | LPL Financial LLC | $6.6M | 217,326 | Added |
| 2 | PMG Family Office LLC | $3.0M | 99,572 | Added |
| 3 | Cetera Investment Advisers | $2.8M | 93,688 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $1.9M | 61,414 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.2M | 40,986 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.2M | 38,345 | Added |
| 7 | Cannon Wealth Management Services, LLC | $916,908 | 30,251 | Added |
| 8 | Private Advisor Group, LLC | $728,556 | 24,037 | New |
| 9 | Triumph Capital Management | $610,383 | 20,138 | Added |
| 10 | Dynamic Advisor Solutions LLC | $546,477 | 18,030 | Added |
| 11 | Comprehensive Money Management Services LLC | $504,661 | 16,650 | Trimmed |
| 12 | Comprehensive Financial Consultants Institutional, Inc. | $460,682 | 15,199 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $452,498 | 14,929 | Added |
| 14 | Royal Bank of Canada | $428,000 | 14,111 | Trimmed |
| 15 | OLD MISSION CAPITAL LLC | $415,156 | 13,697 | Added |
| 16 | CERTIOR FINANCIAL GROUP, LLC | $371,752 | 12,265 | Trimmed |
| 17 | SBI Securities Co., Ltd. | $367,236 | 12,116 | Added |
| 18 | Kestra Advisory Services, LLC | $313,367 | 10,339 | Added |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $302,307 | 10,066 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $236,460 | 7,802 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $215,000 | 7,097 | New |
| 22 | Farther Finance Advisors, LLC | $153,341 | 5,059 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $33,371 | 1,101 | New |
| 24 | NBC SECURITIES, INC. | $33,341 | 1,100 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $24,922 | 850 | New |