| 1 | Bank of New York Mellon Corp | $48.8M | 512,330 | Trimmed |
| 2 | Integrated Wealth Concepts LLC | $10.0M | 105,161 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 35,343 | Trimmed |
| 4 | Cetera Investment Advisers | $2.3M | 24,479 | Trimmed |
| 5 | CRUX WEALTH ADVISORS | $1.7M | 17,584 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $1.4M | 15,112 | Added |
| 7 | CITADEL ADVISORS LLC | $1.2M | 13,044 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $1.2M | 12,610 | Added |
| 9 | Symphony Financial, Ltd. Co. | $1.1M | 11,895 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $936,000 | 9,824 | Added |
| 11 | Sanctuary Advisors, LLC | $752,345 | 7,893 | Trimmed |
| 12 | OLD MISSION CAPITAL LLC | $566,187 | 5,940 | Added |
| 13 | LPL Financial LLC | $553,224 | 5,804 | Trimmed |
| 14 | Zhang Financial LLC | $250,495 | 2,628 | Hold |
| 15 | MML INVESTORS SERVICES, LLC | $236,417 | 2,480 | New |
| 16 | Odyssey Capital Advisors, Inc. | $222,090 | 2,330 | New |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $210,843 | 2,212 | New |
| 18 | Royal Bank of Canada | $177,000 | 1,855 | Trimmed |
| 19 | Key Financial Inc | $150,602 | 1,580 | Hold |
| 20 | Allworth Financial LP | $50,138 | 526 | Hold |
| 21 | FMR LLC | $32,495 | 341 | Added |
| 22 | Atlantic Union Bankshares Corp | $31,360 | 329 | Hold |
| 23 | JPMORGAN CHASE & CO | $21,179 | 226 | Added |
| 24 | FIDUCIARY FINANCIAL ADVISORS | $13,249 | 139 | New |
| 25 | Larson Financial Group LLC | $9,900 | 104 | Hold |