| 1 | LPL Financial LLC | $6.1M | 177,635 | Added |
| 2 | TRUIST FINANCIAL CORP | $2.0M | 57,088 | New |
| 3 | MARSHALL INVESTMENT MANAGEMENT, LLC | $1.6M | 45,232 | Added |
| 4 | OPPENHEIMER & CO INC | $1.4M | 40,553 | New |
| 5 | Ameritas Investment Partners, Inc. | $1.0M | 30,065 | Added |
| 6 | Nilsine Partners, LLC | $908,360 | 27,120 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $671,000 | 19,540 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $664,955 | 19,354 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $604,634 | 17,598 | Trimmed |
| 10 | Vivaldi Capital Management LP | $432,560 | 12,590 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $402,635 | 11,719 | New |
| 12 | CITADEL ADVISORS LLC | $352,645 | 10,264 | New |
| 13 | OneDigital Investment Advisors LLC | $320,384 | 9,325 | Trimmed |
| 14 | BANK OF MONTREAL /CAN/ | $316,570 | 9,214 | Hold |
| 15 | Sound Income Strategies, LLC | $298,448 | 8,627 | Hold |
| 16 | Private Advisor Group, LLC | $277,476 | 8,076 | Trimmed |
| 17 | Stratos Wealth Partners, LTD. | $257,156 | 7,484 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $247,050 | 7,191 | Added |
| 19 | BETO FINANCIAL GROUP, LLC | $232,354 | 6,833 | New |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $220,750 | 6,425 | Added |
| 21 | MORGAN STANLEY | $203,262 | 5,916 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $200,785 | 5,844 | New |
| 23 | OSAIC HOLDINGS, INC. | $60,539 | 1,762 | Trimmed |
| 24 | NBC SECURITIES, INC. | $45,420 | 1,322 | Trimmed |
| 25 | Steward Partners Investment Advisory, LLC | $35,938 | 1,046 | Trimmed |