| 1 | MORGAN STANLEY | $14.8M | 228,910 | Added |
| 2 | LPL Financial LLC | $14.6M | 225,864 | Added |
| 3 | New England Private Wealth Advisors LLC | $11.2M | 185,596 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $5.1M | 79,512 | Added |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.8M | 74,539 | Trimmed |
| 6 | Twelve Points Wealth Management LLC | $4.4M | 68,091 | Trimmed |
| 7 | Ameritas Advisory Services, LLC | $3.5M | 54,494 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $3.1M | 48,128 | Trimmed |
| 9 | Compton Wealth Advisory Group, LLC | $3.0M | 47,500 | Hold |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 42,823 | Added |
| 11 | OSAIC HOLDINGS, INC. | $2.6M | 40,211 | Added |
| 12 | Prosperity Consulting Group, LLC | $2.6M | 39,947 | Trimmed |
| 13 | UBS Group AG | $2.4M | 36,579 | Trimmed |
| 14 | NewEdge Advisors, LLC | $1.9M | 30,005 | Added |
| 15 | Royal Bank of Canada | $1.9M | 29,778 | Added |
| 16 | KPP Advisory Services LLC | $1.8M | 28,545 | Trimmed |
| 17 | Cetera Investment Advisers | $1.7M | 26,793 | Trimmed |
| 18 | Cornerstone Financial Group, LLC /NE/ | $1.7M | 25,680 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.6M | 25,384 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 24,681 | Trimmed |
| 21 | FMR LLC | $1.5M | 23,873 | Added |
| 22 | STEPHENS INC /AR/ | $1.5M | 23,700 | Hold |
| 23 | Corient Private Wealth LLC | $1.4M | 22,165 | Hold |
| 24 | Kestra Advisory Services, LLC | $1.4M | 21,832 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $1.4M | 21,326 | Trimmed |