| 1 | LPL Financial LLC | $5.8M | 151,471 | Trimmed |
| 2 | OPPENHEIMER & CO INC | $4.4M | 114,183 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.1M | 54,968 | Added |
| 4 | TRUIST FINANCIAL CORP | $2.0M | 52,126 | Trimmed |
| 5 | MARSHALL INVESTMENT MANAGEMENT, LLC | $1.5M | 38,080 | Trimmed |
| 6 | Ameritas Investment Partners, Inc. | $1.3M | 33,987 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.2M | 30,525 | Added |
| 8 | Nilsine Partners, LLC | $1.1M | 28,057 | Added |
| 9 | Royal Bank of Canada | $547,000 | 14,322 | Added |
| 10 | GOLDMAN SACHS GROUP INC | $524,345 | 13,730 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $409,910 | 10,734 | Added |
| 12 | OneDigital Investment Advisors LLC | $356,119 | 9,325 | Hold |
| 13 | Sound Income Strategies, LLC | $329,463 | 8,627 | Hold |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $318,504 | 8,340 | Trimmed |
| 15 | Stratos Wealth Partners, LTD. | $312,392 | 8,180 | Added |
| 16 | CITADEL ADVISORS LLC | $260,530 | 6,822 | Trimmed |
| 17 | BETO FINANCIAL GROUP, LLC | $259,848 | 6,833 | Hold |
| 18 | MORGAN STANLEY | $225,984 | 5,917 | Added |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $215,085 | 5,632 | Trimmed |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $168,499 | 4,421 | New |
| 21 | BANK OF MONTREAL /CAN/ | $165,208 | 4,326 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $97,642 | 2,556 | Added |
| 23 | NBC SECURITIES, INC. | $44,376 | 1,162 | Trimmed |
| 24 | Steward Partners Investment Advisory, LLC | $39,946 | 1,046 | Hold |
| 25 | HARBOUR INVESTMENTS, INC. | $35,478 | 929 | Added |