| 1 | LPL Financial LLC | $43.1M | 908,339 | Added |
| 2 | Horizon Wealth Management, LLC | $17.0M | 358,681 | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $15.6M | 328,108 | Added |
| 4 | Kestra Advisory Services, LLC | $14.3M | 300,517 | Added |
| 5 | Hancock Prospecting Pty Ltd | $13.0M | 274,505 | Hold |
| 6 | Advisory Services Network, LLC | $12.8M | 269,989 | Trimmed |
| 7 | Quattro Advisors LLC | $11.8M | 248,971 | Trimmed |
| 8 | ASSETMARK, INC | $11.4M | 240,093 | Trimmed |
| 9 | JPMORGAN CHASE & CO | $10.4M | 227,293 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $9.7M | 204,190 | New |
| 11 | Advocacy Wealth Management, LLC | $9.4M | 198,529 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $8.6M | 181,413 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $6.7M | 141,218 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 120,269 | Added |
| 15 | Prospera Financial Services Inc | $4.8M | 100,127 | Added |
| 16 | OSAIC HOLDINGS, INC. | $4.7M | 99,557 | Added |
| 17 | TRUIST FINANCIAL CORP | $4.5M | 95,226 | Trimmed |
| 18 | Perigon Wealth Management, LLC | $4.0M | 83,934 | Added |
| 19 | Tradition Wealth Management, LLC | $3.7M | 78,525 | Added |
| 20 | Berbice Capital Management LLC | $3.6M | 74,959 | Added |
| 21 | Rockefeller Capital Management L.P. | $3.4M | 70,639 | Trimmed |
| 22 | AdvisorNet Financial, Inc | $3.3M | 70,345 | Trimmed |
| 23 | CLG LLC | $3.3M | 68,756 | New |
| 24 | STIFEL FINANCIAL CORP | $3.1M | 65,320 | Added |
| 25 | Janney Montgomery Scott LLC | $3.0M | 63,663 | Trimmed |