| 1 | BANK OF AMERICA CORP /DE/ | $26.6M | 935,756 | Added |
| 2 | MORGAN STANLEY | $26.0M | 916,096 | Trimmed |
| 3 | Vertex Planning Partners, LLC | $15.2M | 535,009 | Added |
| 4 | LPL Financial LLC | $14.5M | 508,985 | Trimmed |
| 5 | MML INVESTORS SERVICES, LLC | $13.3M | 467,005 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $12.4M | 436,985 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $10.5M | 370,199 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $9.5M | 346,581 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 319,293 | Trimmed |
| 10 | Keystone Financial Group | $8.1M | 285,103 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.0M | 280,684 | Added |
| 12 | CFS Investment Advisory Services, LLC | $7.9M | 256,023 | Trimmed |
| 13 | UBS Group AG | $5.6M | 196,726 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $4.6M | 162,479 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $4.6M | 162,358 | Trimmed |
| 16 | Cerity Partners LLC | $4.5M | 158,473 | Trimmed |
| 17 | AMERIPRISE FINANCIAL INC | $4.1M | 142,824 | Trimmed |
| 18 | FLOW TRADERS U.S. LLC | $3.7M | 131,716 | Added |
| 19 | Kestra Advisory Services, LLC | $3.7M | 128,965 | Trimmed |
| 20 | JONES FINANCIAL COMPANIES LLLP | $3.1M | 111,493 | Added |
| 21 | Cetera Investment Advisers | $2.9M | 102,499 | Trimmed |
| 22 | FORTRESS FINANCIAL GROUP, LLC | $2.3M | 81,055 | Trimmed |
| 23 | BEACON FINANCIAL GROUP | $2.2M | 77,313 | Trimmed |
| 24 | EHRLICH FINANCIAL GROUP | $2.1M | 75,328 | Trimmed |
| 25 | Ameritas Advisory Services, LLC | $1.4M | 49,788 | Trimmed |