| 1 | LPL Financial LLC | $50.4M | 896,246 | Added |
| 2 | MORGAN STANLEY | $35.8M | 635,762 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $28.6M | 509,032 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $19.7M | 349,492 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $16.1M | 285,440 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $14.4M | 255,673 | Added |
| 7 | Royal Bank of Canada | $11.7M | 208,600 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.3M | 201,585 | Added |
| 9 | Biltmore Family Office, LLC | $11.3M | 200,992 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $11.2M | 199,181 | Added |
| 11 | OSAIC HOLDINGS, INC. | $10.8M | 191,463 | Added |
| 12 | Baird Financial Group, Inc. | $8.9M | 158,860 | Trimmed |
| 13 | Rockport Wealth LLC | $8.9M | 157,442 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $8.2M | 146,278 | Added |
| 15 | STIFEL FINANCIAL CORP | $5.1M | 91,075 | Added |
| 16 | Janney Montgomery Scott LLC | $5.0M | 88,790 | Trimmed |
| 17 | Cetera Investment Advisers | $4.5M | 79,338 | Added |
| 18 | UBS Group AG | $4.4M | 77,708 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 70,341 | Trimmed |
| 20 | Granite Bay Wealth Management, LLC | $3.6M | 63,541 | Added |
| 21 | IronBridge Private Wealth, LLC | $3.6M | 63,208 | Added |
| 22 | BENJAMIN EDWARDS INC | $3.4M | 60,222 | Trimmed |
| 23 | Atlas Private Wealth Advisors | $3.3M | 58,496 | Added |
| 24 | Banco Santander, S.A. | $3.1M | 55,896 | Hold |
| 25 | ABLE Financial Group, LLC | $3.1M | 55,097 | New |