| 1 | LPL Financial LLC | $113.8M | 2.3M | Trimmed |
| 2 | UBS Group AG | $26.5M | 530,016 | Trimmed |
| 3 | STIFEL FINANCIAL CORP | $20.5M | 410,810 | Added |
| 4 | MORGAN STANLEY | $15.4M | 308,833 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $14.4M | 287,345 | Trimmed |
| 6 | Moors & Cabot, Inc. | $12.8M | 256,402 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $11.9M | 238,737 | Added |
| 8 | Integrated Wealth Concepts LLC | $11.8M | 235,122 | Added |
| 9 | IHT Wealth Management, LLC | $11.7M | 233,333 | Added |
| 10 | TRUIST FINANCIAL CORP | $10.2M | 203,711 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 167,133 | Added |
| 12 | Cetera Investment Advisers | $8.4M | 167,120 | Added |
| 13 | Alpine Bank Wealth Management | $7.4M | 147,870 | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $7.1M | 142,958 | Added |
| 15 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $6.9M | 137,990 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 116,302 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 103,730 | Added |
| 18 | Spinnaker Investment Group, LLC | $4.3M | 86,853 | Added |
| 19 | BENJAMIN EDWARDS INC | $3.9M | 78,289 | Added |
| 20 | Equitable Holdings, Inc. | $3.6M | 71,809 | Trimmed |
| 21 | Private Advisor Group, LLC | $3.4M | 67,008 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $3.3M | 65,991 | Added |
| 23 | Fonville Wealth Management LLC | $3.1M | 61,502 | Trimmed |
| 24 | Emerald Investment Advisers, LLC | $3.0M | 60,674 | Added |
| 25 | Arax Advisory Partners | $2.5M | 49,220 | New |