| 1 | BANK OF AMERICA CORP /DE/ | $45.3M | 962,764 | Added |
| 2 | LPL Financial LLC | $45.3M | 962,313 | Added |
| 3 | Foundations Investment Advisors, LLC | $39.0M | 828,575 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $37.2M | 790,730 | Added |
| 5 | MORGAN STANLEY | $30.1M | 639,696 | Added |
| 6 | Spinnaker Investment Group, LLC | $14.0M | 297,491 | Trimmed |
| 7 | UBS Group AG | $13.3M | 283,469 | Added |
| 8 | Stratos Wealth Partners, LTD. | $9.4M | 200,362 | New |
| 9 | Hofer & Associates. Inc | $7.5M | 159,481 | Added |
| 10 | Royal Bank of Canada | $7.1M | 151,707 | Added |
| 11 | Saiph Capital, LLC | $7.0M | 149,132 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $6.0M | 127,555 | New |
| 13 | Great Lakes Retirement, Inc. | $4.9M | 104,933 | Added |
| 14 | Sanctuary Advisors, LLC | $3.4M | 73,045 | Added |
| 15 | Arrowroot Family Office, LLC | $3.0M | 63,655 | Trimmed |
| 16 | Integrated Wealth Concepts LLC | $2.9M | 62,371 | Added |
| 17 | Lineweaver Wealth Advisors, LLC | $2.8M | 60,381 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 58,273 | New |
| 19 | Journey Advisory Group, LLC | $2.7M | 56,367 | Added |
| 20 | ASSETMARK, INC | $2.4M | 50,964 | Trimmed |
| 21 | Janney Montgomery Scott LLC | $1.8M | 38,390 | Added |
| 22 | Wealthcare Advisory Partners LLC | $1.7M | 36,252 | Trimmed |
| 23 | Global Assets Advisory, LLC | $1.6M | 34,267 | New |
| 24 | Ashton Thomas Private Wealth, LLC | $1.6M | 33,496 | New |
| 25 | HighTower Advisors, LLC | $1.5M | 32,138 | Added |