| 1 | LPL Financial LLC | $109.9M | 1.7M | Added |
| 2 | OSAIC HOLDINGS, INC. | $28.7M | 454,043 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.6M | 104,858 | Added |
| 4 | STIFEL FINANCIAL CORP | $6.4M | 101,182 | Added |
| 5 | Cetera Investment Advisers | $6.3M | 99,970 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $5.9M | 92,680 | Added |
| 7 | SeaCrest Wealth Management, LLC | $3.6M | 56,655 | Trimmed |
| 8 | Key Client Fiduciary Advisors, LLC | $3.0M | 46,846 | Added |
| 9 | Ausdal Financial Partners, Inc. | $2.1M | 32,787 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 31,378 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 30,262 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 28,681 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $1.6M | 25,762 | New |
| 14 | Royal Bank of Canada | $1.5M | 23,431 | Added |
| 15 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | $1.3M | 20,318 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $1.3M | 19,857 | Added |
| 17 | PRINCIPAL SECURITIES, INC. | $1.2M | 18,927 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $955,446 | 15,125 | New |
| 19 | CHILTON INVESTMENT CO INC. | $784,698 | 12,422 | Added |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $749,724 | 11,868 | Added |
| 21 | Cornerstone Wealth Management, LLC | $740,043 | 11,715 | New |
| 22 | OPPENHEIMER & CO INC | $574,847 | 9,100 | Added |
| 23 | PKS Advisory Services, LLC | $559,390 | 8,855 | New |
| 24 | Integrated Wealth Concepts LLC | $548,368 | 8,680 | New |
| 25 | Kestra Advisory Services, LLC | $535,176 | 8,472 | New |