| 1 | LPL Financial LLC | $48.2M | 593,610 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $34.1M | 420,124 | Trimmed |
| 3 | MORGAN STANLEY | $17.8M | 219,208 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $13.3M | 164,273 | Added |
| 5 | OSAIC HOLDINGS, INC. | $10.0M | 122,710 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $9.2M | 112,864 | Trimmed |
| 7 | DENVER WEALTH MANAGEMENT, INC. | $8.5M | 105,068 | Added |
| 8 | STUDIO INVESTMENT MANAGEMENT LLC | $8.1M | 99,554 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $6.8M | 84,382 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $5.3M | 64,966 | Added |
| 11 | REDSTONE WEALTH MANAGEMENT, LLC | $4.5M | 55,141 | Added |
| 12 | RM Financial Services, LLC | $4.1M | 50,927 | Added |
| 13 | WealthCare Investment Partners, LLC | $4.1M | 50,249 | Added |
| 14 | UBS Group AG | $4.0M | 49,511 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $3.4M | 41,286 | Added |
| 16 | Friedenthal Financial | $3.4M | 41,873 | Added |
| 17 | Advisory Services Network, LLC | $3.2M | 39,555 | Trimmed |
| 18 | Marshall & Sterling Wealth Advisors Inc. | $3.1M | 37,648 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $2.9M | 34,748 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.7M | 33,107 | Added |
| 21 | WELLS FARGO & COMPANY/MN | $2.6M | 32,496 | Added |
| 22 | HARBOUR INVESTMENTS, INC. | $2.6M | 32,313 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 31,345 | Added |
| 24 | Dakota Wealth Management | $2.4M | 29,201 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $2.3M | 28,039 | Added |