| 1 | MORGAN STANLEY | $26.3M | 183,662 | Added |
| 2 | LPL Financial LLC | $24.6M | 172,386 | Added |
| 3 | Royal Bank of Canada | $11.1M | 77,650 | Added |
| 4 | Sanctuary Advisors, LLC | $7.0M | 49,184 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $7.0M | 48,964 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 45,183 | Trimmed |
| 7 | Cetera Investment Advisers | $5.2M | 36,393 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $3.9M | 27,164 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $3.4M | 23,607 | Added |
| 10 | Kingsview Wealth Management, LLC | $3.1M | 22,031 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 14,984 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.1M | 14,818 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 12,933 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 11,829 | Added |
| 15 | BNB Wealth Management, LLC | $1.7M | 11,867 | Trimmed |
| 16 | Axiom Financial Strategies, LLC | $1.7M | 11,742 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.6M | 11,350 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $1.5M | 10,781 | Added |
| 19 | Saxony Capital Management, LLC | $1.5M | 10,237 | Added |
| 20 | Kestra Advisory Services, LLC | $1.4M | 10,128 | Added |
| 21 | Advisory Services Network, LLC | $1.4M | 10,045 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $1.2M | 8,174 | Trimmed |
| 23 | Merit Financial Group, LLC | $1.1M | 7,675 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 7,381 | New |
| 25 | CITADEL ADVISORS LLC | $1.0M | 7,243 | Added |