| 1 | Aprio Wealth Management, LLC | $20.6M | 210,424 | Added |
| 2 | LPL Financial LLC | $8.3M | 84,409 | Trimmed |
| 3 | Thrivent Financial for Lutherans | $5.4M | 54,844 | Added |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $4.7M | 47,582 | New |
| 5 | BANK OF AMERICA CORP /DE/ | $4.1M | 42,113 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 40,802 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.8M | 38,613 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 38,172 | Added |
| 9 | Cetera Investment Advisers | $3.7M | 37,476 | Added |
| 10 | VestGen Advisors, LLC | $3.3M | 27,719 | New |
| 11 | MML INVESTORS SERVICES, LLC | $3.1M | 31,938 | Trimmed |
| 12 | GOLDMAN SACHS GROUP INC | $2.8M | 28,540 | Hold |
| 13 | CITADEL ADVISORS LLC | $2.3M | 23,199 | Trimmed |
| 14 | UBS Group AG | $1.6M | 16,145 | Added |
| 15 | MORGAN STANLEY | $1.5M | 15,246 | Trimmed |
| 16 | Krilogy Financial LLC | $1.3M | 11,275 | Trimmed |
| 17 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 12,269 | Added |
| 18 | IHT Wealth Management, LLC | $1.1M | 11,505 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $831,360 | 8,501 | Added |
| 20 | TRUIST FINANCIAL CORP | $594,198 | 6,076 | Added |
| 21 | Parallel Advisors, LLC | $563,857 | 5,766 | Hold |
| 22 | Waverly Advisors, LLC | $544,984 | 5,573 | New |
| 23 | Royal Bank of Canada | $482,000 | 4,930 | Added |
| 24 | Janney Montgomery Scott LLC | $456,000 | 4,667 | Added |
| 25 | High Point Wealth Management, LLC | $309,505 | 3,165 | New |